Hb Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	SELL	$70.49 - $76.74 $28,548 - $31,079	-405 Reduced 6.46%	5,863 $447,000
Q3 2023 Oct 13, 2023	BUY	$72.11 - $75.67 $240,991 - $252,889	3,342 Added 114.22%	6,268 $453,000
Q2 2023 Jul 13, 2023	SELL	$74.96 - $77.47 $24,736 - $25,565	-330 Reduced 10.14%	2,926 $220,000
Q1 2023 Apr 13, 2023	SELL	$73.57 - $77.31 $55,545 - $58,369	-755 Reduced 18.82%	3,256 $249,000
Q4 2022 Jan 20, 2023	SELL	$71.64 - $76.32 $82,744 - $88,149	-1,155 Reduced 22.36%	4,011 $0
Q3 2022 Oct 19, 2022	SELL	$72.72 - $79.93 $76,719 - $84,326	-1,055 Reduced 16.96%	5,166 $380,000
Q2 2022 Jul 15, 2022	SELL	$75.37 - $81.44 $150,363 - $162,472	-1,995 Reduced 24.28%	6,221 $483,000
Q1 2022 May 16, 2022	SELL	$81.03 - $87.06 $44,647 - $47,970	-551 Reduced 6.28%	8,216 $673,000
Q4 2021 Feb 15, 2022	BUY	$87.51 - $89.66 $767,200 - $786,049	8,767 New	8,767 $768,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

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

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.