Ifg Advisory, LLC Vanguard Bd Index Fd Inc Long Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	$97.54 - $103.68 $1.06 Million - $1.13 Million	-10,865 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$96.21 - $109.25 $176,737 - $200,692	1,837 Added 20.35%	10,865 $1.07 Million
Q4 2020 Feb 08, 2021	SELL	$108.9 - $113.64 $2,395 - $2,500	-22 Reduced 0.24%	9,028 $989,000
Q3 2020 Nov 02, 2020	BUY	$111.25 - $117.53 $57,071 - $60,292	513 Added 6.01%	9,050 $1.01 Million
Q2 2020 Aug 10, 2020	SELL	$105.17 - $111.65 $31,971 - $33,941	-304 Reduced 3.44%	8,537 $953,000
Q1 2020 May 11, 2020	BUY	$91.55 - $114.49 $1,464 - $1,831	16 Added 0.18%	8,841 $943,000
Q4 2019 Feb 07, 2020	BUY	$98.83 - $104.1 $32,119 - $33,832	325 Added 3.82%	8,825 $885,000
Q3 2019 Nov 06, 2019	BUY	$98.92 - $103.09 $17,805 - $18,556	180 Added 2.16%	8,500 $872,000
Q2 2019 Aug 06, 2019	BUY	N/A	100 Added 1.22%	8,320 $807,000
Q1 2019 May 08, 2019	BUY	N/A	2,126 Added 34.89%	8,220 $757,000
Q4 2018 Feb 07, 2019	BUY	N/A	1,301 Added 27.14%	6,094 $531,000
Q3 2018 Nov 05, 2018	BUY	N/A	4,793 New	4,793 $416,000

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$647 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$236 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$178 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$150 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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