Howard Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Howard Wealth Management, LLC

$171 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$75.68 - $77.74 $289,703 - $297,588	-3,828 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$77.66 - $80.73 $10,872 - $11,302	-140 Reduced 3.53%	3,828 $298,000
Q4 2021 Jan 18, 2022	BUY	$80.78 - $81.98 $28,434 - $28,856	352 Added 9.73%	3,968 $320,000
Q3 2021 Oct 19, 2021	SELL	$81.9 - $82.4 $12,694 - $12,772	-155 Reduced 4.11%	3,616 $296,000
Q2 2021 Jul 27, 2021	BUY	$82.08 - $82.43 $10,260 - $10,303	125 Added 3.43%	3,771 $309,000
Q1 2021 Apr 23, 2021	BUY	$82.08 - $82.89 $6,566 - $6,631	80 Added 2.24%	3,646 $299,000
Q4 2020 Feb 02, 2021	BUY	$82.67 - $82.96 $49,188 - $49,361	595 Added 20.03%	3,566 $295,000
Q3 2020 Oct 29, 2020	BUY	$82.96 - $83.3 $246,474 - $247,484	2,971 New	2,971 $246,000
Q1 2020 May 04, 2020	SELL	$78.67 - $82.51 $132,244 - $138,699	-1,681 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$80.41 - $81.14 $135,169 - $136,396	1,681 New	1,681 $135,000

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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