Meridian Wealth Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Meridian Wealth Partners, LLC

$564 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$72.72 - $79.93 $7,053 - $7,753	-97 Reduced 3.27%	2,873 $211,000
Q2 2022 Aug 15, 2022	SELL	$75.37 - $81.44 $11,833 - $12,786	-157 Reduced 5.02%	2,970 $231,000
Q1 2022 May 13, 2022	BUY	$81.03 - $87.06 $9,318 - $10,011	115 Added 3.82%	3,127 $256,000
Q4 2021 Feb 15, 2022	SELL	$87.51 - $89.66 $9,101 - $9,324	-104 Reduced 3.34%	3,012 $264,000
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $5,364 - $5,479	60 Added 1.96%	3,116 $279,000
Q2 2021 Aug 12, 2021	BUY	$88.27 - $90.15 $46,694 - $47,689	529 Added 20.93%	3,056 $275,000
Q1 2021 May 17, 2021	SELL	$88.61 - $92.83 $6,114 - $6,405	-69 Reduced 2.66%	2,527 $224,000
Q4 2020 Feb 16, 2021	SELL	$92.55 - $93.62 $4,627 - $4,681	-50 Reduced 1.89%	2,596 $241,000
Q3 2020 Nov 12, 2020	SELL	$93.08 - $94.37 $25,410 - $25,763	-273 Reduced 9.35%	2,646 $247,000
Q2 2020 Aug 12, 2020	SELL	$88.97 - $93.19 $12,099 - $12,673	-136 Reduced 4.45%	2,919 $272,000
Q1 2020 May 15, 2020	BUY	$83.77 - $92.22 $8,377 - $9,222	100 Added 3.38%	3,055 $273,000
Q4 2019 Feb 14, 2020	BUY	$86.78 - $88.73 $256,434 - $262,197	2,955 New	2,955 $258,000

Others Institutions Holding BIV

# of Institutions

867

Shares Held

149M

Call Options Held

5.9K

Put Options Held

13.2K

Envestnet Asset Management Inc

16.5M
Shares

$1.29 Billion
0.44% of portfolio
Goldman Sachs Group Inc New York, NY

8.65M
Shares

$677 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

7.71M
Shares

$603 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

7.04M
Shares

$551 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

6.29M
Shares

$492 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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