Paulson Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Paulson Wealth Management Inc.

$371 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$87.51 - $89.66 $5.34 Million - $5.47 Million	-61,009 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$89.41 - $91.32 $2.62 Million - $2.68 Million	-29,304 Reduced 32.45%	61,009 $5.46 Million
Q2 2021 Jul 26, 2021	BUY	$88.27 - $90.15 $26,922 - $27,495	305 Added 0.34%	90,313 $8.13 Million
Q1 2021 Apr 30, 2021	BUY	$88.61 - $92.83 $66,457 - $69,622	750 Added 0.84%	90,008 $8.04 Million
Q4 2020 Feb 05, 2021	BUY	$92.55 - $93.62 $8.26 Million - $8.36 Million	89,258 New	89,258 $8.29 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-10,661 Closed	0 $0
Q3 2018 Oct 26, 2018	SELL	N/A	-1,547 Reduced 12.67%	10,661 $850,000
Q2 2018 Aug 01, 2018	SELL	N/A	-642 Reduced 5.0%	12,208 $988,000
Q1 2018 May 02, 2018	BUY	N/A	656 Added 5.38%	12,850 $1.05 Million
Q4 2017 Mar 01, 2018	BUY	N/A	12,194	12,194 $1.02 Million

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

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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