Refined Wealth Management Vanguard Bd Index Fd Inc Short Transaction History

Refined Wealth Management

$129 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$74.07 - $75.87 $287,465 - $294,451	3,881 Added 3.72%	108,087 $0
Q3 2022 Oct 20, 2022	SELL	$74.52 - $77.47 $1,415 - $1,471	-19 Reduced 0.02%	104,206 $7.8 Million
Q2 2022 Jul 19, 2022	BUY	$75.68 - $77.74 $112,460 - $115,521	1,486 Added 1.45%	104,225 $8 Million
Q1 2022 Apr 20, 2022	SELL	$77.66 - $80.73 $3.49 Million - $3.63 Million	-44,904 Reduced 30.41%	102,739 $8 Million
Q4 2021 Feb 02, 2022	BUY	$80.78 - $81.98 $9,935 - $10,083	123 Added 0.08%	147,643 $11.9 Million
Q3 2021 Oct 18, 2021	BUY	$81.9 - $82.4 $208,599 - $209,872	2,547 Added 1.76%	147,520 $0
Q2 2021 Jul 13, 2021	BUY	$82.08 - $82.43 $11.9 Million - $12 Million	144,973 New	144,973 $11.9 Million

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

Ticker BSV
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