Smart Wealth LLC Vanguard Bd Index Fd Inc Inter Transaction History

Smart Wealth LLC

$255 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Dec 13, 2024	SELL	$74.51 - $76.61 $1.39 Million - $1.43 Million	-18,639 Closed	0 $0
Q4 2023 Dec 13, 2024	BUY	$70.49 - $76.74 $138,371 - $150,640	1,963 Added 11.77%	18,639 $1.42 Billion
Q3 2023 Dec 13, 2024	BUY	$72.11 - $75.67 $79,032 - $82,934	1,096 Added 7.03%	16,676 $1.21 Billion
Q2 2023 Dec 13, 2024	BUY	$74.96 - $77.47 $128,181 - $132,473	1,710 Added 12.33%	15,580 $1.17 Billion
Q1 2023 Dec 13, 2024	SELL	$73.57 - $77.31 $751,664 - $789,876	-10,217 Reduced 42.42%	13,870 $1.06 Billion
Q4 2022 Dec 13, 2024	BUY	$71.64 - $76.32 $1.73 Million - $1.84 Million	24,087 New	24,087 $1.79 Billion

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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