Soundmark Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Soundmark Wealth Management, LLC

$0
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$76.34 - $77.25 $3.01 Million - $3.04 Million	39,413 Added 42.47%	132,217 $10.1 Million
Q4 2023 Jan 09, 2024	BUY	$74.64 - $77.03 $160,625 - $165,768	2,152 Added 2.37%	92,804 $7.15 Million
Q3 2023 Oct 10, 2023	BUY	$74.97 - $75.93 $787,709 - $797,796	10,507 Added 13.11%	90,652 $6.81 Million
Q2 2023 Jul 13, 2023	BUY	$75.52 - $76.97 $662,234 - $674,949	8,769 Added 12.29%	80,145 $6.06 Million
Q1 2023 Apr 10, 2023	SELL	$74.67 - $76.76 $42,263 - $43,446	-566 Reduced 0.79%	71,376 $5.46 Million
Q4 2022 Jan 12, 2023	BUY	$74.07 - $75.87 $939,652 - $962,486	12,686 Added 21.41%	71,942 $0
Q3 2022 Oct 12, 2022	BUY	$74.52 - $77.47 $1.26 Million - $1.31 Million	16,863 Added 39.78%	59,256 $4.43 Million
Q2 2022 Jul 11, 2022	BUY	$75.68 - $77.74 $532,938 - $547,445	7,042 Added 19.92%	42,393 $3.26 Million
Q1 2022 Apr 11, 2022	BUY	$77.66 - $80.73 $946,520 - $983,937	12,188 Added 52.62%	35,351 $2.75 Million
Q4 2021 Jan 18, 2022	SELL	$80.78 - $81.98 $450,348 - $457,038	-5,575 Reduced 19.4%	23,163 $1.87 Million
Q3 2021 Oct 13, 2021	BUY	$81.9 - $82.4 $2.35 Million - $2.37 Million	28,738 New	28,738 $2.36 Million
Q2 2021 Jul 13, 2021	SELL	$82.08 - $82.43 $1.9 Million - $1.91 Million	-23,198 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$82.08 - $82.89 $392,260 - $396,131	4,779 Added 25.95%	23,198 $1.91 Million
Q4 2020 Jan 27, 2021	BUY	$82.67 - $82.96 $1.52 Million - $1.53 Million	18,419 New	18,419 $1.53 Million

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 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

$2.16 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

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