Lumature Wealth Partners, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$73.35 - $75.8 $82,298 - $85,047	-1,122 Reduced 87.11%	166 $12,000
Q3 2022 Nov 10, 2022	SELL	$74.01 - $77.39 $60,466 - $63,227	-817 Reduced 38.81%	1,288 $96,000
Q2 2022 Aug 10, 2022	SELL	$75.21 - $77.95 $1.16 Million - $1.21 Million	-15,473 Reduced 88.02%	2,105 $161,000
Q1 2022 May 13, 2022	BUY	$77.77 - $81.19 $9,565 - $9,986	123 Added 0.7%	17,578 $1.37 Million
Q4 2021 Feb 10, 2022	SELL	$81.21 - $82.44 $12,425 - $12,613	-153 Reduced 0.87%	17,455 $1.42 Million
Q3 2021 Oct 29, 2021	BUY	$82.36 - $82.87 $45,133 - $45,412	548 Added 3.21%	17,608 $1.45 Million
Q2 2021 Aug 10, 2021	BUY	$82.34 - $82.89 $122,027 - $122,842	1,482 Added 9.51%	17,060 $1.41 Million
Q1 2021 May 11, 2021	BUY	$82.19 - $83.24 $677,081 - $685,731	8,238 Added 112.23%	15,578 $1.29 Million
Q4 2020 Feb 08, 2021	BUY	$82.66 - $83.25 $606,724 - $611,055	7,340 New	7,340 $611,000

Others Institutions Holding VCSH

# of Institutions

1,362

Shares Held

310M

Call Options Held

7.7K

Put Options Held

5.1K

Bank Of America Corp Charlotte, NC

51.7M
Shares

$4.02 Billion
0.35% of portfolio
Prudential PLC London, England, X0

21.1M
Shares

$1.64 Billion
8.54% of portfolio
Morgan Stanley New York, NY

16.8M
Shares

$1.31 Billion
0.1% of portfolio
Japan Science & Technology Agency Tokyo, M0

14.6M
Shares

$1.14 Billion
15.35% of portfolio
Envestnet Asset Management Inc

7.27M
Shares

$565 Million
0.19% of portfolio

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
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