Souders Financial Advisors Vanguard Bd Index Fd Inc Short Transaction History

Souders Financial Advisors

$683 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$76.34 - $77.25 $10 Million - $10.1 Million	-131,074 Reduced 97.87%	2,847 $218,000
Q4 2023 Jan 24, 2024	BUY	$74.64 - $77.03 $508,447 - $524,728	6,812 Added 5.36%	133,921 $10.3 Million
Q3 2023 Nov 06, 2023	BUY	$74.97 - $75.93 $583,416 - $590,887	7,782 Added 6.52%	127,109 $9.55 Million
Q2 2023 Aug 09, 2023	BUY	$75.52 - $76.97 $295,585 - $301,260	3,914 Added 3.39%	119,327 $9.02 Million
Q1 2023 May 09, 2023	BUY	$74.67 - $76.76 $551,661 - $567,102	7,388 Added 6.84%	115,413 $8.83 Million
Q4 2022 Feb 13, 2023	BUY	$74.07 - $75.87 $651,890 - $667,731	8,801 Added 8.87%	108,025 $8.13 Million
Q3 2022 Nov 10, 2022	BUY	$74.52 - $77.47 $7.39 Million - $7.69 Million	99,224 New	99,224 $7.42 Million

Others Institutions Holding BSV

# of Institutions

1,243

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.15 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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