Strong Box Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History

Strong Box Wealth, LLC

$225 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	SELL	$75.52 - $76.97 $53,770 - $54,802	-712 Reduced 16.97%	3,483 $263,000
Q4 2022 Jan 18, 2023	SELL	$74.07 - $75.87 $242,505 - $248,398	-3,274 Reduced 43.83%	4,195 $0
Q3 2022 Oct 14, 2022	SELL	$74.52 - $77.47 $559,794 - $581,954	-7,512 Reduced 50.14%	7,469 $559,000
Q2 2022 Jul 15, 2022	SELL	$75.68 - $77.74 $65,236 - $67,011	-862 Reduced 5.44%	14,981 $1.15 Million
Q1 2022 Apr 14, 2022	SELL	$77.66 - $80.73 $2.02 Million - $2.1 Million	-25,970 Reduced 62.11%	15,843 $1.23 Million
Q4 2021 Jan 14, 2022	SELL	$80.78 - $81.98 $308,014 - $312,589	-3,813 Reduced 8.36%	41,813 $3.38 Million
Q3 2021 Nov 12, 2021	SELL	$81.9 - $82.4 $866,747 - $872,039	-10,583 Reduced 18.83%	45,626 $3.74 Million
Q2 2021 Aug 10, 2021	SELL	$82.08 - $82.43 $1.54 Million - $1.54 Million	-18,732 Reduced 25.0%	56,209 $4.62 Million
Q1 2021 May 28, 2021	SELL	$82.08 - $82.89 $867,831 - $876,395	-10,573 Reduced 12.36%	74,941 $6.16 Million
Q4 2020 Feb 02, 2021	BUY	$82.67 - $82.96 $1.11 Million - $1.11 Million	13,400 Added 18.58%	85,514 $7.09 Million
Q3 2020 Oct 20, 2020	BUY	$82.96 - $83.3 $3.37 Million - $3.38 Million	40,573 Added 128.64%	72,114 $5.99 Million
Q2 2020 Jul 30, 2020	BUY	$81.78 - $83.12 $667,161 - $678,092	8,158 Added 34.89%	31,541 $2.62 Million
Q1 2020 May 15, 2020	BUY	$78.67 - $82.51 $1.84 Million - $1.93 Million	23,383 New	23,383 $1.92 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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