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

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	SELL	$76.34 - $77.25 $2.77 Million - $2.8 Million	-36,276 Reduced 64.18%	20,244 $1.55 Million
Q4 2023 Jan 30, 2024	SELL	$74.64 - $77.03 $4.88 Million - $5.04 Million	-65,440 Reduced 53.66%	56,520 $4.35 Million
Q3 2023 Nov 13, 2023	BUY	$74.97 - $75.93 $9.14 Million - $9.26 Million	121,960 New	121,960 $9.17 Million
Q2 2022 Jul 28, 2022	BUY	$75.68 - $77.74 $51,992 - $53,407	687 Added 0.98%	70,667 $5.43 Million
Q1 2022 May 09, 2022	BUY	$77.66 - $80.73 $410,899 - $427,142	5,291 Added 8.18%	69,980 $5.4 Million
Q4 2021 Feb 11, 2022	BUY	$80.78 - $81.98 $883,571 - $896,697	10,938 Added 20.35%	64,689 $5.23 Million
Q3 2021 Nov 05, 2021	BUY	$81.9 - $82.4 $124,488 - $125,248	1,520 Added 2.91%	53,751 $4.4 Million
Q2 2021 Aug 10, 2021	BUY	$82.08 - $82.43 $61,149 - $61,410	745 Added 1.45%	52,231 $4.29 Million
Q1 2021 May 12, 2021	BUY	$82.08 - $82.89 $575,462 - $581,141	7,011 Added 15.76%	51,486 $4.23 Million
Q4 2020 Jan 11, 2021	SELL	$82.67 - $82.96 $255,698 - $256,595	-3,093 Reduced 6.5%	44,475 $3.69 Million
Q3 2020 Oct 09, 2020	BUY	$82.96 - $83.3 $249,377 - $250,399	3,006 Added 6.75%	47,568 $3.95 Million
Q2 2020 Jul 07, 2020	BUY	$81.78 - $83.12 $3.64 Million - $3.7 Million	44,562 New	44,562 $3.7 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-47,446 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	N/A	4,484 Added 10.44%	47,446 $0
Q2 2018 Jul 13, 2018	BUY	N/A	42,962 New	42,962 $3.36 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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