Lpwm LLC Vanguard Bd Index Fd Inc Short Transaction History

Lpwm LLC

$308 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	SELL	$74.67 - $76.76 $58,018 - $59,642	-777 Reduced 21.52%	2,833 $216,000
Q4 2022 Jan 25, 2023	SELL	$74.07 - $75.87 $11,554 - $11,835	-156 Reduced 4.14%	3,610 $0
Q3 2022 Nov 08, 2022	SELL	$74.52 - $77.47 $82,195 - $85,449	-1,103 Reduced 22.65%	3,766 $282,000
Q2 2022 Aug 15, 2022	SELL	$75.68 - $77.74 $35,569 - $36,537	-470 Reduced 8.8%	4,869 $373,000
Q1 2022 Apr 13, 2022	SELL	$77.66 - $80.73 $31,374 - $32,614	-404 Reduced 7.03%	5,339 $414,000
Q4 2021 Feb 14, 2022	BUY	$80.78 - $81.98 $92,089 - $93,457	1,140 Added 24.77%	5,743 $464,000
Q3 2021 Oct 13, 2021	SELL	$81.9 - $82.4 $1,228 - $1,236	-15 Reduced 0.32%	4,603 $377,000
Q2 2021 Aug 13, 2021	BUY	$82.08 - $82.43 $18,714 - $18,794	228 Added 5.19%	4,618 $380,000
Q4 2020 Feb 16, 2021	SELL	$82.67 - $82.96 $23,230 - $23,311	-281 Reduced 6.02%	4,390 $364,000
Q3 2020 Nov 16, 2020	BUY	$82.96 - $83.3 $37,912 - $38,068	457 Added 10.84%	4,671 $387,000
Q2 2020 Aug 13, 2020	BUY	$81.78 - $83.12 $8,423 - $8,561	103 Added 2.51%	4,214 $350,000
Q1 2020 May 07, 2020	SELL	$78.67 - $82.51 $126,422 - $132,593	-1,607 Reduced 28.1%	4,111 $338,000
Q4 2019 Jan 30, 2020	BUY	$80.41 - $81.14 $459,784 - $463,958	5,718 New	5,718 $461,000

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

$4.15 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

$1.29 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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