Optimum Investment Advisors Vanguard Bd Index Fd Inc Inter Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$73.57 - $77.31 $154,497 - $162,351	-2,100 Reduced 63.64%	1,200 $92,000
Q2 2022 Jul 12, 2022	BUY	$75.37 - $81.44 $90,444 - $97,728	1,200 Added 57.14%	3,300 $256,000
Q3 2021 Oct 22, 2021	SELL	$89.41 - $91.32 $80,469 - $82,188	-900 Reduced 30.0%	2,100 $188,000
Q2 2021 Aug 02, 2021	SELL	$88.27 - $90.15 $52,962 - $54,090	-600 Reduced 16.67%	3,000 $270,000
Q1 2021 Apr 15, 2021	SELL	$88.61 - $92.83 $208,233 - $218,150	-2,350 Reduced 39.5%	3,600 $319,000
Q2 2020 Jul 16, 2020	BUY	$88.97 - $93.19 $22,242 - $23,297	250 Added 4.39%	5,950 $554,000
Q4 2019 Jan 22, 2020	BUY	$86.78 - $88.73 $47,729 - $48,801	550 Added 10.68%	5,700 $497,000
Q3 2019 Oct 17, 2019	BUY	$86.72 - $88.11 $446,608 - $453,766	5,150 New	5,150 $453,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$579 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$577 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$551 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$464 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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