Tradition Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$74.96 - $77.47 $156,291 - $161,524	-2,085 Reduced 76.82%	629 $47,000
Q1 2023 May 11, 2023	BUY	$73.57 - $77.31 $147,728 - $155,238	2,008 Added 284.42%	2,714 $216,000
Q4 2022 Feb 03, 2023	SELL	$71.64 - $76.32 $6,089 - $6,487	-85 Reduced 10.75%	706 $53,000
Q3 2022 Nov 14, 2022	SELL	$72.72 - $79.93 $4,944 - $5,435	-68 Reduced 7.92%	791 $58,000
Q2 2022 Aug 02, 2022	BUY	$75.37 - $81.44 $10,250 - $11,075	136 Added 18.81%	859 $67,000
Q1 2022 May 11, 2022	BUY	$81.03 - $87.06 $648 - $696	8 Added 1.12%	723 $59,000
Q4 2021 Feb 14, 2022	SELL	$87.51 - $89.66 $36,229 - $37,119	-414 Reduced 36.67%	715 $63,000
Q1 2021 May 14, 2021	BUY	$88.61 - $92.83 $36,684 - $38,431	414 Added 57.9%	1,129 $100,000
Q4 2020 Feb 16, 2021	BUY	$92.55 - $93.62 $66,173 - $66,938	715 New	715 $66,000

Others Institutions Holding BIV

# of Institutions

898

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$583 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$581 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$555 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$467 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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