Glassman Wealth Services Vanguard Bd Index Fd Inc Short Transaction History

Glassman Wealth Services

$593 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	BUY	$75.68 - $77.74 $73,636 - $75,641	973 New	973 $75,000
Q3 2021 Nov 10, 2021	SELL	$81.9 - $82.4 $982 - $988	-12 Closed	0 $0
Q2 2020 Aug 06, 2020	SELL	$81.78 - $83.12 $257,525 - $261,744	-3,149 Reduced 99.62%	12 $1,000
Q1 2020 May 12, 2020	BUY	$78.67 - $82.51 $242,696 - $254,543	3,085 Added 4059.21%	3,161 $260,000
Q4 2019 Feb 07, 2020	SELL	$80.41 - $81.14 $248,064 - $250,316	-3,085 Reduced 97.6%	76 $6,000
Q3 2019 Nov 01, 2019	BUY	$80.39 - $80.84 $231,523 - $232,819	2,880 Added 1024.91%	3,161 $255,000
Q2 2019 Aug 08, 2019	BUY	N/A	269 Added 2241.67%	281 $23,000
Q1 2018 May 01, 2018	SELL	N/A	-24 Reduced 66.67%	12 $1,000
Q4 2017 Feb 06, 2018	BUY	N/A	36	36 $3,000

Others Institutions Holding BSV

# of Institutions

1,298

Shares Held

383M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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