Tru Independence LLC Vanguard Bd Index Fd Inc Short Transaction History

Tru Independence LLC

$334 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$74.97 - $75.93 $29,313 - $29,688	-391 Reduced 8.53%	4,193 $315,000
Q2 2023 Aug 11, 2023	SELL	$75.52 - $76.97 $56,035 - $57,111	-742 Reduced 13.93%	4,584 $346,000
Q1 2023 Apr 24, 2023	SELL	$74.67 - $76.76 $102,148 - $105,007	-1,368 Reduced 20.44%	5,326 $407,000
Q4 2022 Jan 30, 2023	SELL	$74.07 - $75.87 $21,998 - $22,533	-297 Reduced 4.25%	6,694 $503,000
Q3 2022 Nov 03, 2022	SELL	$74.52 - $77.47 $6,259 - $6,507	-84 Reduced 1.19%	6,991 $523,000
Q2 2022 Aug 04, 2022	SELL	$75.68 - $77.74 $45,256 - $46,488	-598 Reduced 7.79%	7,075 $543,000
Q1 2022 Apr 28, 2022	SELL	$77.66 - $80.73 $29,433 - $30,596	-379 Reduced 4.71%	7,673 $598,000
Q4 2021 Jan 21, 2022	BUY	$80.78 - $81.98 $8,966 - $9,099	111 Added 1.4%	8,052 $651,000
Q3 2021 Nov 12, 2021	BUY	$81.9 - $82.4 $650,367 - $654,338	7,941 New	7,941 $651,000
Q2 2021 Aug 03, 2021	SELL	$82.08 - $82.43 $6.24 Million - $6.27 Million	-76,044 Closed	0 $0
Q1 2021 May 20, 2021	BUY	$82.08 - $82.89 $6.24 Million - $6.3 Million	76,044 New	76,044 $6.25 Million
Q4 2020 Mar 09, 2021	SELL	$82.67 - $82.96 $4.48 Million - $4.49 Million	-54,148 Closed	0 $0
Q3 2020 Nov 19, 2020	SELL	$82.96 - $83.3 $3.84 Million - $3.85 Million	-46,250 Reduced 46.07%	54,148 $4.5 Million
Q2 2020 Aug 19, 2020	BUY	$81.78 - $83.12 $3 Million - $3.05 Million	36,670 Added 57.54%	100,398 $8.77 Million
Q1 2020 May 19, 2020	BUY	$78.67 - $82.51 $2.25 Million - $2.36 Million	28,550 Added 81.16%	63,728 $5.44 Million
Q4 2019 May 19, 2020	BUY	$80.41 - $81.14 $2.83 Million - $2.85 Million	35,178 New	35,178 $2.89 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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