Ridgecrest Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Ridgecrest Wealth Partners, LLC

$190 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$74.07 - $75.87 $443,679 - $454,461	-5,990 Reduced 60.6%	3,895 $0
Q3 2022 Oct 20, 2022	SELL	$74.52 - $77.47 $521,640 - $542,290	-7,000 Reduced 41.46%	9,885 $740,000
Q2 2022 Jul 29, 2022	SELL	$75.68 - $77.74 $1.27 Million - $1.31 Million	-16,843 Reduced 49.94%	16,885 $1.3 Million
Q1 2022 Apr 26, 2022	SELL	$77.66 - $80.73 $12.2 Million - $12.6 Million	-156,667 Reduced 82.29%	33,728 $2.63 Million
Q4 2021 Jan 19, 2022	BUY	$80.78 - $81.98 $299,370 - $303,817	3,706 Added 1.99%	190,395 $15.4 Million
Q3 2021 Nov 03, 2021	BUY	$81.9 - $82.4 $4.25 Million - $4.27 Million	51,874 Added 38.48%	186,689 $15.3 Million
Q2 2021 Jul 21, 2021	BUY	$82.08 - $82.43 $9.83 Million - $9.87 Million	119,720 Added 793.11%	134,815 $11.1 Million
Q1 2021 May 19, 2021	BUY	$82.08 - $82.89 $1.24 Million - $1.25 Million	15,095 New	15,095 $1.24 Million

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

$1.29 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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