Signify Wealth Vanguard Bd Index Fd Inc Inter Transaction History

Signify Wealth

$77.7 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	SELL	$73.13 - $75.43 $28,886 - $29,794	-395 Reduced 6.49%	5,687 $425,000
Q1 2024 Apr 24, 2024	SELL	$74.51 - $76.61 $904,625 - $930,122	-12,141 Reduced 66.62%	6,082 $458,000
Q4 2023 Jan 12, 2024	SELL	$70.49 - $76.74 $1.99 Million - $2.17 Million	-28,281 Reduced 60.81%	18,223 $1.39 Million
Q3 2023 Oct 11, 2023	SELL	$72.11 - $75.67 $7.55 Million - $7.92 Million	-104,667 Reduced 69.24%	46,504 $3.36 Million
Q2 2023 Jul 17, 2023	SELL	$74.96 - $77.47 $1.87 Million - $1.94 Million	-25,001 Reduced 14.19%	151,171 $11.4 Million
Q1 2023 Apr 20, 2023	SELL	$73.57 - $77.31 $122,641 - $128,875	-1,667 Reduced 0.94%	176,172 $13.5 Million
Q4 2022 Jan 18, 2023	BUY	$71.64 - $76.32 $480,131 - $511,496	6,702 Added 3.92%	177,839 $0
Q3 2022 Oct 12, 2022	BUY	$72.72 - $79.93 $12.4 Million - $13.7 Million	171,137 New	171,137 $12.6 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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