Laidlaw Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$74.96 - $77.47 $16,641 - $17,198	-222 Reduced 1.65%	13,202 $993,000
Q1 2023 May 12, 2023	SELL	$73.57 - $77.31 $26,705 - $28,063	-363 Reduced 2.63%	13,424 $1.03 Million
Q4 2022 Feb 14, 2023	SELL	$71.64 - $76.32 $71,138 - $75,785	-993 Reduced 6.72%	13,787 $1.02 Million
Q3 2022 Nov 14, 2022	SELL	$72.72 - $79.93 $77,374 - $85,045	-1,064 Reduced 6.72%	14,780 $1.09 Million
Q2 2022 Aug 12, 2022	BUY	$75.37 - $81.44 $409,635 - $442,626	5,435 Added 52.21%	15,844 $1.23 Million
Q1 2022 May 12, 2022	SELL	$81.03 - $87.06 $266,021 - $285,817	-3,283 Reduced 23.98%	10,409 $852,000
Q4 2021 Feb 14, 2022	BUY	$87.51 - $89.66 $1.2 Million - $1.23 Million	13,692 New	13,692 $1.2 Million
Q1 2021 May 17, 2021	SELL	$88.61 - $92.83 $1.72 Million - $1.8 Million	-19,370 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$92.55 - $93.62 $663,676 - $671,349	7,171 Added 58.78%	19,370 $1.8 Million
Q3 2020 Nov 16, 2020	BUY	$93.08 - $94.37 $465 - $471	5 Added 0.04%	12,199 $1.14 Million
Q2 2020 Aug 19, 2020	SELL	$88.97 - $93.19 $100 Million - $105 Million	-1,124,209 Reduced 98.93%	12,194 $1.14 Million
Q2 2020 Aug 13, 2020	BUY	$88.97 - $93.19 $100 Million - $105 Million	1,124,023 Added 9079.35%	1,136,403 $12,000
Q1 2020 May 15, 2020	SELL	$83.77 - $92.22 $171,728 - $189,051	-2,050 Reduced 14.21%	12,380 $1.11 Million
Q4 2019 Feb 14, 2020	BUY	$86.78 - $88.73 $1.25 Million - $1.28 Million	14,430 New	14,430 $1.26 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

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