Tru Independence LLC Vanguard Bd Index Fd Inc Inter Transaction History

Tru Independence LLC

$334 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$72.11 - $75.67 $32,161 - $33,748	-446 Reduced 9.49%	4,253 $307,000
Q2 2023 Aug 11, 2023	SELL	$74.96 - $77.47 $59,068 - $61,046	-788 Reduced 14.36%	4,699 $353,000
Q1 2023 Apr 24, 2023	SELL	$73.57 - $77.31 $71,510 - $75,145	-972 Reduced 15.05%	5,487 $421,000
Q4 2022 Jan 30, 2023	SELL	$71.64 - $76.32 $135,041 - $143,863	-1,885 Reduced 22.59%	6,459 $480,000
Q3 2022 Nov 03, 2022	SELL	$72.72 - $79.93 $7,999 - $8,792	-110 Reduced 1.3%	8,344 $613,000
Q2 2022 Aug 04, 2022	SELL	$75.37 - $81.44 $70,923 - $76,635	-941 Reduced 10.02%	8,454 $656,000
Q1 2022 Apr 28, 2022	SELL	$81.03 - $87.06 $10,452 - $11,230	-129 Reduced 1.35%	9,395 $769,000
Q4 2021 Jan 21, 2022	BUY	$87.51 - $89.66 $15,576 - $15,959	178 Added 1.9%	9,524 $834,000
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $835,625 - $853,476	9,346 New	9,346 $836,000
Q2 2021 Aug 03, 2021	SELL	$88.27 - $90.15 $2.8 Million - $2.86 Million	-31,728 Closed	0 $0
Q1 2021 May 20, 2021	SELL	$88.61 - $92.83 $9.17 Million - $9.6 Million	-103,444 Reduced 76.53%	31,728 $2.82 Million
Q4 2020 Mar 09, 2021	BUY	$92.55 - $93.62 $11 Million - $11.1 Million	119,042 Added 738.02%	135,172 $0
Q3 2020 Nov 19, 2020	BUY	$93.08 - $94.37 $1.5 Million - $1.52 Million	16,130 New	16,130 $1.51 Million
Q1 2020 May 19, 2020	SELL	$83.77 - $92.22 $2.39 Million - $2.63 Million	-28,549 Closed	0 $0
Q4 2019 May 19, 2020	BUY	$86.78 - $88.73 $2.48 Million - $2.53 Million	28,549 New	28,549 $2.55 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Independence LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Independence LLC with notifications on news.