Strategic Equity Management Vanguard Bd Index Fd Inc Total Transaction History

Strategic Equity Management

$184 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$73.3 - $79.23 $7.44 Million - $8.04 Million	-101,468 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$78.72 - $84.18 $5.8 Million - $6.21 Million	73,713 Added 265.58%	101,468 $8.07 Million
Q4 2021 Jan 18, 2022	SELL	$84.47 - $85.89 $211,006 - $214,553	-2,498 Reduced 8.26%	27,755 $2.35 Million
Q3 2021 Nov 09, 2021	SELL	$85.45 - $86.85 $62,036 - $63,053	-726 Reduced 2.34%	30,253 $2.59 Million
Q2 2021 Jul 28, 2021	SELL	$84.67 - $85.92 $12,446 - $12,630	-147 Reduced 0.47%	30,979 $2.66 Million
Q1 2021 May 12, 2021	BUY	$84.36 - $88.07 $109,921 - $114,755	1,303 Added 4.37%	31,126 $2.64 Million
Q4 2020 Feb 10, 2021	BUY	$87.44 - $88.49 $2.61 Million - $2.64 Million	29,823 New	29,823 $2.63 Million

Others Institutions Holding BND

# of Institutions

1,563

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.04 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.26 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.65 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.45 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.6 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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