Laidlaw Wealth Management LLC Vanguard Bd Index Fd Inc Short 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	$75.52 - $76.97 $81,259 - $82,819	-1,076 Reduced 5.68%	17,870 $1.35 Million
Q1 2023 May 12, 2023	SELL	$74.67 - $76.76 $96,548 - $99,250	-1,293 Reduced 6.39%	18,946 $1.45 Million
Q4 2022 Feb 14, 2023	SELL	$74.07 - $75.87 $735,515 - $753,389	-9,930 Reduced 32.91%	20,239 $1.52 Million
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $318,274 - $330,874	-4,271 Reduced 12.4%	30,169 $2.26 Million
Q2 2022 Aug 12, 2022	SELL	$75.68 - $77.74 $782,909 - $804,220	-10,345 Reduced 23.1%	34,440 $2.65 Million
Q1 2022 May 12, 2022	SELL	$77.66 - $80.73 $813,333 - $845,485	-10,473 Reduced 18.95%	44,785 $3.49 Million
Q4 2021 Feb 14, 2022	BUY	$80.78 - $81.98 $4.46 Million - $4.53 Million	55,258 New	55,258 $4.47 Million
Q1 2021 May 17, 2021	SELL	$82.08 - $82.89 $3.84 Million - $3.87 Million	-46,736 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$82.67 - $82.96 $2 Million - $2 Million	24,160 Added 107.02%	46,736 $3.87 Million
Q3 2020 Nov 16, 2020	BUY	$82.96 - $83.3 $478,679 - $480,641	5,770 Added 34.33%	22,576 $1.88 Million
Q2 2020 Aug 19, 2020	SELL	$81.78 - $83.12 $113 Million - $115 Million	-1,380,141 Reduced 98.8%	16,806 $1.4 Million
Q2 2020 Aug 13, 2020	BUY	$81.78 - $83.12 $113 Million - $115 Million	1,380,696 Added 8496.07%	1,396,947 $17,000
Q1 2020 May 15, 2020	SELL	$78.67 - $82.51 $576,808 - $604,963	-7,332 Reduced 31.09%	16,251 $1.34 Million
Q4 2019 Feb 14, 2020	BUY	$80.41 - $81.14 $1.9 Million - $1.91 Million	23,583 New	23,583 $1.9 Million

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

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