Mbe Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$105.17 - $111.65 $9,465 - $10,048	-90 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$91.55 - $114.49 $8,239 - $10,304	90 New	90 $9,000

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$632 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$231 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$174 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$159 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$146 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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