Redw Wealth LLC Vanguard Bd Index Fd Inc Inter Transaction History

Redw Wealth LLC

$379 Million
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 28, 2022	SELL	$72.72 - $79.93 $5,890 - $6,474	-81 Reduced 0.7%	11,442 $841,000
Q1 2022 May 10, 2022	SELL	$81.03 - $87.06 $2,917 - $3,134	-36 Reduced 0.31%	11,523 $944,000
Q4 2021 Feb 07, 2022	SELL	$87.51 - $89.66 $787 - $806	-9 Reduced 0.08%	11,559 $1.01 Million
Q3 2021 Nov 03, 2021	SELL	$89.41 - $91.32 $13,679 - $13,971	-153 Reduced 1.31%	11,568 $1.04 Million
Q2 2021 Jul 30, 2021	SELL	$88.27 - $90.15 $69,203 - $70,677	-784 Reduced 6.27%	11,721 $1.05 Million
Q1 2021 May 04, 2021	BUY	$88.61 - $92.83 $315,008 - $330,010	3,555 Added 39.72%	12,505 $1.11 Million
Q3 2020 Oct 29, 2020	SELL	$93.08 - $94.37 $30,809 - $31,236	-331 Reduced 3.57%	8,950 $837,000
Q2 2020 Aug 05, 2020	SELL	$88.97 - $93.19 $6,227 - $6,523	-70 Reduced 0.75%	9,281 $865,000
Q1 2020 May 01, 2020	SELL	$83.77 - $92.22 $43,392 - $47,769	-518 Reduced 5.25%	9,351 $835,000
Q4 2019 Feb 05, 2020	BUY	$86.78 - $88.73 $3,557 - $3,637	41 Added 0.42%	9,869 $861,000
Q3 2019 Nov 08, 2019	SELL	$86.72 - $88.11 $6,850 - $6,960	-79 Reduced 0.8%	9,828 $865,000
Q2 2019 Aug 09, 2019	SELL	N/A	-59 Reduced 0.59%	9,907 $857,000
Q1 2019 May 06, 2019	SELL	N/A	-62 Reduced 0.62%	9,966 $836,000
Q4 2018 Feb 08, 2019	BUY	N/A	5,632 Added 128.12%	10,028 $815,000
Q3 2018 Oct 25, 2018	SELL	N/A	-1,171 Reduced 21.03%	4,396 $354,000
Q1 2018 May 04, 2018	SELL	N/A	-27 Reduced 0.48%	5,567 $455,000
Q4 2017 Feb 05, 2018	SELL	N/A	-830 Reduced 12.92%	5,594 $469,000
Q3 2017 Oct 24, 2017	BUY	N/A	6,424	6,424 $544,000

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

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