Life Steps Financial, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Life Steps Financial, Inc.

$128 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$75.68 - $77.74 $1.27 Million - $1.3 Million	-16,728 Closed	0 $0
Q1 2022 Apr 12, 2022	SELL	$77.66 - $80.73 $80,766 - $83,959	-1,040 Reduced 5.85%	16,728 $1.3 Million
Q4 2021 Jan 26, 2022	SELL	$80.78 - $81.98 $31,181 - $31,644	-386 Reduced 2.13%	17,768 $1.44 Million
Q3 2021 Oct 06, 2021	SELL	$81.9 - $82.4 $16,789 - $16,892	-205 Reduced 1.12%	18,154 $1.49 Million
Q2 2021 Jul 09, 2021	SELL	$82.08 - $82.43 $31,026 - $31,158	-378 Reduced 2.02%	18,359 $1.51 Million
Q1 2021 Apr 20, 2021	SELL	$82.08 - $82.89 $44,651 - $45,092	-544 Reduced 2.82%	18,737 $1.54 Million
Q4 2020 Jan 25, 2021	SELL	$82.67 - $82.96 $58,282 - $58,486	-705 Reduced 3.53%	19,281 $1.6 Million
Q3 2020 Oct 21, 2020	SELL	$82.96 - $83.3 $162,020 - $162,684	-1,953 Reduced 8.9%	19,986 $1.66 Million
Q2 2020 Aug 05, 2020	SELL	$81.78 - $83.12 $35,737 - $36,323	-437 Reduced 1.95%	21,939 $1.82 Million
Q1 2020 May 21, 2020	SELL	$78.67 - $82.51 $34,221 - $35,891	-435 Reduced 1.91%	22,376 $1.84 Million
Q4 2019 Jan 30, 2020	BUY	$80.41 - $81.14 $1.83 Million - $1.85 Million	22,811 New	22,811 $1.84 Million

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.13 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.24 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.15 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.71 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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