Hapanowicz & Associates Financial Services, Inc Vanguard Bd Index Fd Inc Inter Transaction History

Hapanowicz & Associates Financial Services, Inc

$197 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 18, 2022	SELL	$75.37 - $81.44 $767,869 - $829,710	-10,188 Reduced 6.34%	150,624 $11.7 Million
Q1 2022 Apr 22, 2022	BUY	$81.03 - $87.06 $694,751 - $746,452	8,574 Added 5.63%	160,812 $13.2 Million
Q4 2021 Feb 10, 2022	SELL	$87.51 - $89.66 $1.1 Million - $1.13 Million	-12,603 Reduced 7.65%	152,238 $13.3 Million
Q3 2021 Oct 18, 2021	BUY	$89.41 - $91.32 $401,003 - $409,570	4,485 Added 2.8%	164,841 $14.7 Million
Q2 2021 Jul 21, 2021	BUY	$88.27 - $90.15 $877,403 - $896,091	9,940 Added 6.61%	160,356 $14.4 Million
Q1 2021 Apr 29, 2021	BUY	$88.61 - $92.83 $1.99 Million - $2.08 Million	22,422 Added 17.52%	150,416 $13.3 Million
Q4 2020 Feb 02, 2021	BUY	$92.55 - $93.62 $11.8 Million - $12 Million	127,994 New	127,994 $11.9 Million
Q3 2019 Oct 28, 2019	SELL	$86.72 - $88.11 $19.2 Million - $19.5 Million	-220,848 Closed	0 $0
Q2 2019 Jul 29, 2019	BUY	N/A	2,536 Added 1.16%	220,848 $19.1 Million
Q1 2019 Apr 18, 2019	BUY	N/A	11,999 Added 5.82%	218,312 $18.3 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-13,143 Reduced 5.99%	206,313 $16.8 Million
Q3 2018 Oct 17, 2018	BUY	N/A	15,446 Added 7.57%	219,456 $17.6 Million
Q2 2018 Jul 19, 2018	BUY	N/A	1,974 Added 0.98%	204,010 $16.5 Million
Q1 2018 Apr 17, 2018	BUY	N/A	18,680 Added 10.19%	202,036 $16.5 Million
Q4 2017 Jan 25, 2018	BUY	N/A	5,505 Added 3.1%	183,356 $15.3 Million
Q3 2017 Nov 06, 2017	BUY	N/A	177,851	177,851 $15 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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