Parisi Gray Wealth Management Vanguard Bd Index Fd Inc Short Transaction History

Parisi Gray Wealth Management

$301 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$77.66 - $80.73 $417,422 - $433,923	-5,375 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$80.78 - $81.98 $4,200 - $4,262	52 Added 0.98%	5,375 $434,000
Q3 2021 Nov 16, 2021	BUY	$81.9 - $82.4 $1,146 - $1,153	14 Added 0.26%	5,323 $436,000
Q2 2021 Aug 13, 2021	BUY	$82.08 - $82.43 $1,395 - $1,401	17 Added 0.32%	5,309 $436,000
Q1 2021 May 17, 2021	SELL	$82.08 - $82.89 $88,810 - $89,686	-1,082 Reduced 16.98%	5,292 $435,000
Q4 2020 Feb 09, 2021	BUY	$82.67 - $82.96 $526,938 - $528,787	6,374 New	6,374 $528,000
Q2 2019 Jul 19, 2019	SELL	N/A	-356 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-211 Reduced 37.21%	356 $28,000
Q1 2018 May 11, 2018	BUY	N/A	71 Added 14.31%	567 $44,000
Q4 2017 Feb 13, 2018	BUY	N/A	496	496 $39,000

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 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

$2.16 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

Ticker BSV
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