True Private Wealth Advisors Vanguard Bd Index Fd Inc Inter Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	SELL	$74.51 - $76.61 $1.47 Million - $1.51 Million	-19,690 Reduced 62.1%	12,015 $905,000
Q4 2023 Jan 30, 2024	SELL	$70.49 - $76.74 $2.49 Million - $2.71 Million	-35,343 Reduced 52.71%	31,705 $2.42 Million
Q3 2023 Nov 13, 2023	BUY	$72.11 - $75.67 $4.83 Million - $5.07 Million	67,048 New	67,048 $4.85 Million
Q1 2021 May 12, 2021	SELL	$88.61 - $92.83 $68,406 - $71,664	-772 Closed	0 $0
Q4 2020 Jan 11, 2021	SELL	$92.55 - $93.62 $14,530 - $14,698	-157 Reduced 16.9%	772 $71,000
Q2 2020 Jul 07, 2020	SELL	$88.97 - $93.19 $6,227 - $6,523	-70 Reduced 7.01%	929 $86,000
Q1 2020 Apr 20, 2020	SELL	$83.77 - $92.22 $55,958 - $61,602	-668 Reduced 40.07%	999 $89,000
Q4 2019 Jan 27, 2020	BUY	$86.78 - $88.73 $144,662 - $147,912	1,667 New	1,667 $145,000
Q3 2019 Oct 09, 2019	SELL	$86.72 - $88.11 $188,182 - $191,198	-2,170 Closed	0 $0
Q2 2019 Aug 01, 2019	SELL	N/A	-11,586 Reduced 84.23%	2,170 $187,000
Q1 2019 Apr 25, 2019	SELL	N/A	-628 Reduced 4.37%	13,756 $1.15 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-15,962 Reduced 52.6%	14,384 $1.17 Million
Q3 2018 Oct 18, 2018	BUY	N/A	6,574 Added 27.65%	30,346 $0
Q2 2018 Jul 13, 2018	BUY	N/A	23,772 New	23,772 $1.92 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 True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.