Sax Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$76.34 - $77.25 $425,061 - $430,128	-5,568 Reduced 61.79%	3,443 $263,000
Q4 2023 Feb 14, 2024	SELL	$74.64 - $77.03 $699,526 - $721,925	-9,372 Reduced 50.98%	9,011 $694,000
Q3 2023 Nov 07, 2023	SELL	$74.97 - $75.93 $60,800 - $61,579	-811 Reduced 4.23%	18,383 $1.38 Million
Q2 2023 Aug 10, 2023	SELL	$75.52 - $76.97 $26,280 - $26,785	-348 Reduced 1.78%	19,194 $1.45 Million
Q1 2023 May 05, 2023	SELL	$74.67 - $76.76 $98,340 - $101,092	-1,317 Reduced 6.31%	19,542 $1.49 Million
Q4 2022 Feb 06, 2023	SELL	$74.07 - $75.87 $959,280 - $982,592	-12,951 Reduced 38.31%	20,859 $1.57 Million
Q3 2022 Nov 08, 2022	SELL	$74.52 - $77.47 $398,756 - $414,541	-5,351 Reduced 13.66%	33,810 $2.53 Million
Q2 2022 Aug 11, 2022	SELL	$75.68 - $77.74 $2 Million - $2.06 Million	-26,492 Reduced 40.35%	39,161 $3.01 Million
Q1 2022 Apr 20, 2022	SELL	$77.66 - $80.73 $1.75 Million - $1.82 Million	-22,585 Reduced 25.6%	65,653 $5.11 Million
Q4 2021 Feb 07, 2022	SELL	$80.78 - $81.98 $740,106 - $751,100	-9,162 Reduced 9.41%	88,238 $7.13 Million
Q3 2021 Dec 10, 2021	BUY	$81.9 - $82.4 $778,377 - $783,129	9,504 Added 10.81%	97,400 $7.98 Million
Q2 2021 Aug 12, 2021	BUY	$82.08 - $82.43 $2.62 Million - $2.63 Million	31,876 Added 56.9%	87,896 $7.22 Million
Q1 2021 May 14, 2021	BUY	$82.08 - $82.89 $2.27 Million - $2.29 Million	27,686 Added 97.71%	56,020 $4.6 Million
Q4 2020 Feb 16, 2021	BUY	$82.67 - $82.96 $2.34 Million - $2.35 Million	28,334 New	28,334 $2.35 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

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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