Marks Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History

Marks Wealth, LLC

$233 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$75.68 - $77.74 $3.17 Million - $3.26 Million	-41,872 Reduced 89.7%	4,807 $369,000
Q1 2022 Apr 18, 2022	SELL	$77.66 - $80.73 $5.72 Million - $5.95 Million	-73,708 Reduced 61.23%	46,679 $3.64 Million
Q4 2021 Jan 13, 2022	BUY	$80.78 - $81.98 $423,610 - $429,903	5,244 Added 4.55%	120,387 $9.73 Million
Q3 2021 Oct 08, 2021	BUY	$81.9 - $82.4 $3.85 Million - $3.87 Million	47,008 Added 68.99%	115,143 $9.44 Million
Q2 2021 Jul 13, 2021	BUY	$82.08 - $82.43 $294,174 - $295,429	3,584 Added 5.55%	68,135 $5.6 Million
Q1 2021 Apr 12, 2021	SELL	$82.08 - $82.89 $14 Million - $14.2 Million	-170,738 Reduced 72.57%	64,551 $5.31 Million
Q4 2020 Mar 23, 2021	BUY	$82.67 - $82.96 $19.5 Million - $19.5 Million	235,289 New	235,289 $19.5 Million

Others Institutions Holding BSV

# of Institutions

1,238

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

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marks Wealth, LLC with notifications on news.