Lws Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	BUY	$75.68 - $77.74 $645,323 - $662,888	8,527 Added 116.62%	15,839 $1.22 Million
Q1 2022 May 10, 2022	BUY	$77.66 - $80.73 $567,849 - $590,297	7,312 New	7,312 $570,000
Q2 2021 Jul 23, 2021	SELL	$82.08 - $82.43 $7.49 Million - $7.53 Million	-91,295 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$82.08 - $82.89 $7 Million - $7.07 Million	-85,296 Reduced 48.3%	91,295 $7.5 Million
Q4 2020 Jan 20, 2021	SELL	$82.67 - $82.96 $4.43 Million - $4.45 Million	-53,600 Reduced 23.29%	176,591 $14.6 Million
Q3 2020 Nov 10, 2020	BUY	$82.96 - $83.3 $610,917 - $613,421	7,364 Added 3.3%	230,191 $19.1 Million
Q2 2020 Aug 05, 2020	BUY	$81.78 - $83.12 $18.2 Million - $18.5 Million	222,827 New	222,827 $18.5 Million

Others Institutions Holding BSV

# of Institutions

1,256

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

About VANGUARD BD INDEX FD INC SHORT

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