Gould Asset Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Gould Asset Management LLC

$464 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$75.68 - $77.74 $219,774 - $225,756	2,904 Added 68.25%	7,159 $550,000
Q1 2022 May 13, 2022	SELL	$77.66 - $80.73 $222,107 - $230,887	-2,860 Reduced 40.2%	4,255 $331,000
Q4 2021 Feb 02, 2022	SELL	$80.78 - $81.98 $156,713 - $159,041	-1,940 Reduced 21.42%	7,115 $575,000
Q3 2021 Nov 09, 2021	SELL	$81.9 - $82.4 $122,031 - $122,776	-1,490 Reduced 14.13%	9,055 $742,000
Q2 2021 Aug 05, 2021	BUY	$82.08 - $82.43 $366,897 - $368,462	4,470 Added 73.58%	10,545 $866,000
Q1 2021 May 07, 2021	BUY	$82.08 - $82.89 $102,600 - $103,612	1,250 Added 25.91%	6,075 $499,000
Q4 2020 Feb 02, 2021	SELL	$82.67 - $82.96 $295,131 - $296,167	-3,570 Reduced 42.53%	4,825 $400,000
Q3 2020 Nov 05, 2020	BUY	$82.96 - $83.3 $696,449 - $699,303	8,395 New	8,395 $697,000
Q4 2018 Feb 04, 2019	SELL	N/A	-3,025 Closed	0 $0
Q3 2018 Nov 08, 2018	BUY	N/A	3,025 New	3,025 $236,000
Q2 2018 Aug 13, 2018	SELL	N/A	-11,176 Closed	0 $0
Q1 2018 May 04, 2018	SELL	N/A	-15,180 Reduced 57.6%	11,176 $877,000
Q4 2017 Feb 09, 2018	BUY	N/A	20,130 Added 323.32%	26,356 $2.09 Million
Q3 2017 Nov 09, 2017	BUY	N/A	6,226	6,226 $497,000

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

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

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