Hb Wealth Management, LLC Vanguard Total International B Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$48.47 - $49.33 $500,646 - $509,529	10,329 New	10,329 $508,000
Q1 2023 Apr 13, 2023	SELL	$47.52 - $49.23 $491,736 - $509,432	-10,348 Reduced 62.19%	6,291 $307,000
Q4 2022 Jan 20, 2023	BUY	$46.98 - $49.45 $503,672 - $530,153	10,721 Added 181.16%	16,639 $0
Q3 2022 Oct 19, 2022	SELL	$47.32 - $51.35 $600,869 - $652,042	-12,698 Reduced 68.21%	5,918 $282,000
Q2 2022 Jul 15, 2022	BUY	$48.35 - $52.44 $493,991 - $535,779	10,217 Added 121.65%	18,616 $922,000
Q1 2022 May 16, 2022	SELL	$52.1 - $55.0 $738,830 - $779,955	-14,181 Reduced 62.8%	8,399 $440,000
Q4 2021 Feb 15, 2022	BUY	$55.11 - $57.44 $1.24 Million - $1.3 Million	22,580 New	22,580 $1.25 Million

Others Institutions Holding BNDX

# of Institutions

918

Shares Held

657M

Call Options Held

5K

Put Options Held

355K

Jpmorgan Chase & CO New York, NY

222M
Shares

$11.1 Billion
0.92% of portfolio
Bank Of America Corp Charlotte, NC

111M
Shares

$5.55 Billion
0.47% of portfolio
Envestnet Asset Management Inc

58.1M
Shares

$2.91 Billion
0.97% of portfolio
Vanguard Group Inc Valley Forge, PA

53M
Shares

$2.65 Billion
0.05% of portfolio
Mercer Global Advisors Inc Denver, CO

21.6M
Shares

$1.08 Billion
2.38% of portfolio

About VANGUARD TOTAL INTERNATIONAL B

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