Marino, Stram & Associates LLC Vanguard Bd Index Fd Inc Short Transaction History

Marino, Stram & Associates LLC

$445 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$77.66 - $80.73 $569,325 - $591,831	-7,331 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	$80.78 - $81.98 $109,053 - $110,673	-1,350 Reduced 15.55%	7,331 $593,000
Q3 2021 Oct 14, 2021	BUY	$81.9 - $82.4 $710,973 - $715,314	8,681 New	8,681 $711,000
Q2 2021 Jul 22, 2021	SELL	$82.08 - $82.43 $934,480 - $938,465	-11,385 Closed	0 $0
Q1 2021 Apr 26, 2021	SELL	$82.08 - $82.89 $930,869 - $940,055	-11,341 Reduced 49.9%	11,385 $936,000
Q4 2020 Jan 19, 2021	BUY	$82.67 - $82.96 $19,262 - $19,329	233 Added 1.04%	22,726 $1.88 Million
Q3 2020 Oct 22, 2020	BUY	$82.96 - $83.3 $358,553 - $360,022	4,322 Added 23.79%	22,493 $1.89 Million
Q2 2020 Jul 20, 2020	BUY	$81.78 - $83.12 $1.49 Million - $1.51 Million	18,171 New	18,171 $1.51 Million

Others Institutions Holding BSV

# of Institutions

1,237

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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