Signify Wealth Vanguard Bd Index Fd Inc Long Transaction History

Signify Wealth

$77.7 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	SELL	$63.1 - $75.48 $1.08 Million - $1.29 Million	-17,040 Reduced 78.69%	4,614 $344,000
Q3 2023 Oct 11, 2023	SELL	$66.98 - $75.19 $2.72 Million - $3.05 Million	-40,617 Reduced 65.23%	21,654 $1.45 Million
Q2 2023 Jul 17, 2023	SELL	$72.8 - $77.78 $206,460 - $220,584	-2,836 Reduced 4.36%	62,271 $4.67 Million
Q1 2023 Apr 20, 2023	SELL	$72.23 - $78.61 $63,201 - $68,783	-875 Reduced 1.33%	65,107 $4.99 Million
Q4 2022 Jan 18, 2023	SELL	$66.85 - $78.06 $222,677 - $260,017	-3,331 Reduced 4.81%	65,982 $0
Q3 2022 Oct 12, 2022	BUY	$70.98 - $83.52 $4.92 Million - $5.79 Million	69,313 New	69,313 $4.99 Million

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$647 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$236 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$178 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$150 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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