Kingsview Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Dec 03, 2021	SELL	$102.33 - $106.66 $205,273 - $213,959	-2,006 Closed	0 $0
Q2 2021 Aug 17, 2021	SELL	$97.54 - $103.68 $53,061 - $56,401	-544 Reduced 21.33%	2,006 $207,000
Q1 2021 May 24, 2021	BUY	$96.21 - $109.25 $41,851 - $47,523	435 Added 20.57%	2,550 $251,000
Q4 2020 Feb 16, 2021	SELL	$108.9 - $113.64 $3,811 - $3,977	-35 Reduced 1.63%	2,115 $232,000
Q3 2020 Nov 19, 2020	SELL	$111.25 - $117.53 $48,171 - $50,890	-433 Reduced 16.76%	2,150 $240,000
Q2 2020 Aug 14, 2020	SELL	$105.17 - $111.65 $36,704 - $38,965	-349 Reduced 11.9%	2,583 $288,000
Q1 2020 May 11, 2020	BUY	$91.55 - $114.49 $60,148 - $75,219	657 Added 28.88%	2,932 $313,000
Q4 2019 Jan 31, 2020	BUY	$98.83 - $104.1 $224,838 - $236,827	2,275 New	2,275 $228,000

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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