Riversedge Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Riversedge Advisors, LLC

$412 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	SELL	$68.04 - $73.9 $14.3 Million - $15.6 Million	-210,661 Reduced 97.64%	5,083 $373,000
Q3 2023 Oct 19, 2023	BUY	$69.63 - $72.91 $1.57 Million - $1.64 Million	22,502 Added 11.64%	215,744 $15.1 Million
Q2 2023 Jul 13, 2023	SELL	$72.23 - $74.46 $5.29 Million - $5.46 Million	-73,281 Reduced 27.5%	193,242 $14 Million
Q1 2023 Apr 18, 2023	BUY	$71.33 - $74.57 $59,061 - $61,743	828 Added 0.31%	266,523 $19.7 Million
Q4 2022 Jan 20, 2023	SELL	$69.38 - $73.88 $342,043 - $364,228	-4,930 Reduced 1.82%	265,695 $0
Q3 2022 Oct 17, 2022	BUY	$70.77 - $77.08 $615,628 - $670,518	8,699 Added 3.32%	270,625 $19.3 Million
Q2 2022 Jul 28, 2022	BUY	$73.3 - $79.23 $1.04 Million - $1.12 Million	14,121 Added 5.7%	261,926 $19.7 Million
Q1 2022 Apr 18, 2022	BUY	$78.72 - $84.18 $436,581 - $466,862	5,546 Added 2.29%	247,805 $19.7 Million
Q4 2021 Feb 02, 2022	BUY	$84.47 - $85.89 $982,301 - $998,814	11,629 Added 5.04%	242,259 $20.5 Million
Q3 2021 Oct 20, 2021	BUY	$85.45 - $86.85 $1.08 Million - $1.1 Million	12,665 Added 5.81%	230,630 $19.7 Million
Q2 2021 Jul 16, 2021	BUY	$84.67 - $85.92 $1.74 Million - $1.76 Million	20,514 Added 10.39%	217,965 $18.7 Million
Q1 2021 Apr 28, 2021	BUY	$84.36 - $88.07 $2.51 Million - $2.62 Million	29,710 Added 17.71%	197,451 $16.7 Million
Q4 2020 Feb 12, 2021	BUY	$87.44 - $88.49 $210,293 - $212,818	2,405 Added 1.45%	167,741 $14.8 Million
Q3 2020 Nov 12, 2020	BUY	$88.13 - $89.48 $724,076 - $735,167	8,216 Added 5.23%	165,336 $14.6 Million
Q2 2020 Aug 03, 2020	BUY	$85.6 - $88.34 $4.57 Million - $4.72 Million	53,377 Added 51.45%	157,120 $13.9 Million
Q1 2020 Apr 29, 2020	BUY	$80.33 - $87.96 $607,375 - $665,065	7,561 Added 7.86%	103,743 $8.85 Million
Q4 2019 Feb 13, 2020	BUY	$83.39 - $84.94 $1.01 Million - $1.03 Million	12,093 Added 14.38%	96,182 $8.07 Million
Q2 2019 Sep 11, 2019	BUY	N/A	84,089 New	84,089 $7.16 Million

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.06 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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