Meridian Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Meridian Wealth Management, LLC

$820 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$68.04 - $73.9 $3.32 Million - $3.61 Million	48,817 Added 127.88%	86,990 $6.4 Million
Q3 2023 Oct 17, 2023	BUY	$69.63 - $72.91 $2.4 Million - $2.51 Million	34,468 Added 930.31%	38,173 $2.66 Million
Q2 2023 Aug 02, 2023	SELL	$72.23 - $74.46 $49,333 - $50,856	-683 Reduced 15.57%	3,705 $269,000
Q1 2023 May 12, 2023	BUY	$71.33 - $74.57 $90,660 - $94,778	1,271 Added 40.78%	4,388 $323,000
Q4 2022 Feb 13, 2023	SELL	$69.38 - $73.88 $17,969 - $19,134	-259 Reduced 7.67%	3,117 $223,000
Q3 2022 Nov 14, 2022	SELL	$70.77 - $77.08 $173,174 - $188,614	-2,447 Reduced 42.02%	3,376 $241,000
Q2 2022 Aug 05, 2022	BUY	$73.3 - $79.23 $217,481 - $235,075	2,967 Added 103.89%	5,823 $438,000
Q1 2022 May 12, 2022	SELL	$78.72 - $84.18 $21,333 - $22,812	-271 Reduced 8.67%	2,856 $227,000
Q4 2021 Jan 27, 2022	SELL	$84.47 - $85.89 $21,455 - $21,816	-254 Reduced 7.51%	3,127 $265,000
Q3 2021 Oct 15, 2021	BUY	$85.45 - $86.85 $2,050 - $2,084	24 Added 0.71%	3,381 $289,000
Q2 2021 Jul 22, 2021	BUY	$84.67 - $85.92 $17,611 - $17,871	208 Added 6.61%	3,357 $288,000
Q1 2021 May 07, 2021	SELL	$84.36 - $88.07 $112,367 - $117,309	-1,332 Reduced 29.73%	3,149 $267,000
Q4 2020 Jan 19, 2021	SELL	$87.44 - $88.49 $110,961 - $112,293	-1,269 Reduced 22.07%	4,481 $395,000
Q3 2020 Oct 09, 2020	BUY	$88.13 - $89.48 $300,347 - $304,947	3,408 Added 145.52%	5,750 $507,000
Q2 2020 Jul 15, 2020	BUY	$85.6 - $88.34 $200,475 - $206,892	2,342 New	2,342 $206,000
Q3 2019 Nov 08, 2019	SELL	$83.3 - $84.54 $83,466 - $84,709	-1,002 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	N/A	1,002 New	1,002 $833,000

Others Institutions Holding BND

# of Institutions

1,537

Shares Held

910M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.73 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.71 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.54 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.17 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.17 Billion
0.06% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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