Journey Advisory Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Journey Advisory Group, LLC

$863 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$71.64 - $76.32 $349,245 - $372,059	-4,875 Reduced 51.3%	4,627 $343,000
Q3 2022 Nov 09, 2022	SELL	$72.72 - $79.93 $188,344 - $207,018	-2,590 Reduced 21.42%	9,502 $698,000
Q2 2022 Aug 02, 2022	SELL	$75.37 - $81.44 $217,367 - $234,872	-2,884 Reduced 19.26%	12,092 $967,000
Q1 2022 May 13, 2022	SELL	$81.03 - $87.06 $36,868 - $39,612	-455 Reduced 2.95%	14,976 $1.23 Million
Q4 2021 Feb 11, 2022	SELL	$87.51 - $89.66 $23,190 - $23,759	-265 Reduced 1.69%	15,431 $1.35 Million
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $108,811 - $111,136	1,217 Added 8.41%	15,696 $1.4 Million
Q2 2021 Aug 13, 2021	SELL	$88.27 - $90.15 $30,188 - $30,831	-342 Reduced 2.31%	14,479 $1.3 Million
Q1 2021 May 11, 2021	BUY	$88.61 - $92.83 $143,814 - $150,663	1,623 Added 12.3%	14,821 $1.32 Million
Q4 2020 Jan 19, 2021	BUY	$92.55 - $93.62 $1.22 Million - $1.24 Million	13,198 New	13,198 $1.23 Million

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

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