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

Selective Wealth Management, Inc.

$223 Million
Q2 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

104

Shares Held

2.49M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

367K
Shares

$25.7 Million
0.01% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

209K
Shares

$14.6 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

189K
Shares

$13.3 Million
0.0% of portfolio
Two West Capital Advisors LLC Overland Park, KS

160K
Shares

$11.2 Million
10.4% of portfolio
Royal Bank Of Canada Toronto, A6

114K
Shares

$7.99 Million
0.0% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
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