Selective Wealth Management, Inc. Vanguard Scottsdale Fds Vangua Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$73.61 - $78.14 $2,723 - $2,891	-37 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$78.32 - $80.26 $2,897 - $2,969	37 New	37 $3,000

Others Institutions Holding BNDW

# of Institutions

105

Shares Held

2.43M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

343K
Shares

$23.7 Million
0.01% of portfolio
Two West Capital Advisors LLC Overland Park, KS

232K
Shares

$16.1 Million
13.29% of portfolio
Bank Of America Corp Charlotte, NC

199K
Shares

$13.7 Million
0.0% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

193K
Shares

$13.3 Million
0.16% of portfolio
Wealth Enhancement Advisory Services, LLC

123K
Shares

$8.54 Million
0.02% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
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