Lloyd Advisory Services, Llc. Vanguard Bd Index Fd Inc Short Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	BUY	$75.81 - $76.76 $2.34 Million - $2.37 Million	30,918 Added 449.39%	37,798 $2.9 Million
Q1 2024 Apr 12, 2024	SELL	$76.34 - $77.25 $2.25 Million - $2.27 Million	-29,425 Reduced 81.05%	6,880 $527,000
Q4 2023 Feb 13, 2024	BUY	$74.64 - $77.03 $2.71 Million - $2.8 Million	36,305 New	36,305 $2.8 Million
Q4 2022 Jan 27, 2023	BUY	$74.07 - $75.87 $32,072 - $32,851	433 Added 1.24%	35,255 $2.65 Million
Q3 2022 Nov 02, 2022	BUY	$74.52 - $77.47 $2,086 - $2,169	28 Added 0.08%	34,822 $2.6 Million
Q2 2022 Aug 15, 2022	SELL	$75.68 - $77.74 $8,854 - $9,095	-117 Reduced 0.34%	34,794 $2.67 Million
Q1 2022 May 02, 2022	BUY	$77.66 - $80.73 $52,342 - $54,412	674 Added 1.97%	34,911 $2.72 Million
Q4 2021 Jan 26, 2022	BUY	$80.78 - $81.98 $27,949 - $28,365	346 Added 1.02%	34,237 $2.77 Million
Q3 2021 Oct 21, 2021	SELL	$81.9 - $82.4 $449,794 - $452,540	-5,492 Reduced 13.95%	33,891 $2.78 Million
Q2 2021 Aug 09, 2021	BUY	$82.08 - $82.43 $274,229 - $275,398	3,341 Added 9.27%	39,383 $3.24 Million
Q1 2021 May 04, 2021	BUY	$82.08 - $82.89 $2.67 Million - $2.7 Million	32,563 Added 935.99%	36,042 $2.96 Million
Q4 2020 Feb 04, 2021	BUY	$82.67 - $82.96 $17,030 - $17,089	206 Added 6.29%	3,479 $288,000
Q3 2020 Oct 28, 2020	SELL	$82.96 - $83.3 $54,338 - $54,561	-655 Reduced 16.68%	3,273 $272,000
Q2 2020 Aug 07, 2020	BUY	$81.78 - $83.12 $321,231 - $326,495	3,928 New	3,928 $326,000
Q1 2020 Jun 03, 2020	SELL	$78.67 - $82.51 $5,900 - $6,188	-75 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$80.41 - $81.14 $6,030 - $6,085	75 New	75 $6,000

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

$4.14 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

About VANGUARD BD INDEX FD INC SHORT

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