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

Meridian Wealth Partners, LLC

$640 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$74.67 - $76.76 $8,288 - $8,520	-111 Reduced 3.84%	2,781 $212,000
Q4 2022 Feb 14, 2023	SELL	$74.07 - $75.87 $19,998 - $20,484	-270 Reduced 8.54%	2,892 $217,000
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $8,271 - $8,599	-111 Reduced 3.39%	3,162 $237,000
Q2 2022 Aug 15, 2022	SELL	$75.68 - $77.74 $19,374 - $19,901	-256 Reduced 7.25%	3,273 $251,000
Q1 2022 May 13, 2022	SELL	$77.66 - $80.73 $621 - $645	-8 Reduced 0.23%	3,529 $275,000
Q4 2021 Feb 15, 2022	SELL	$80.78 - $81.98 $7,997 - $8,116	-99 Reduced 2.72%	3,537 $286,000
Q3 2021 Nov 12, 2021	SELL	$81.9 - $82.4 $6,961 - $7,004	-85 Reduced 2.28%	3,636 $298,000
Q2 2021 Aug 12, 2021	BUY	$82.08 - $82.43 $49,658 - $49,870	605 Added 19.42%	3,721 $306,000
Q1 2021 May 17, 2021	SELL	$82.08 - $82.89 $13,953 - $14,091	-170 Reduced 5.17%	3,116 $256,000
Q4 2020 Feb 16, 2021	SELL	$82.67 - $82.96 $3,389 - $3,401	-41 Reduced 1.23%	3,286 $272,000
Q3 2020 Nov 12, 2020	SELL	$82.96 - $83.3 $20,657 - $20,741	-249 Reduced 6.96%	3,327 $276,000
Q2 2020 Aug 12, 2020	SELL	$81.78 - $83.12 $3,107 - $3,158	-38 Reduced 1.05%	3,576 $297,000
Q1 2020 May 15, 2020	BUY	$78.67 - $82.51 $4,248 - $4,455	54 Added 1.52%	3,614 $297,000
Q4 2019 Feb 14, 2020	BUY	$80.41 - $81.14 $286,259 - $288,858	3,560 New	3,560 $287,000

Others Institutions Holding BSV

# of Institutions

1,243

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 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

$2.15 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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