Tru Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	SELL	$74.64 - $77.03 $7,165 - $7,394	-96 Reduced 3.5%	2,649 $204,000
Q3 2023 Oct 10, 2023	SELL	$74.97 - $75.93 $74,370 - $75,322	-992 Reduced 26.55%	2,745 $206,000
Q2 2023 Aug 04, 2023	SELL	$75.52 - $76.97 $28,848 - $29,402	-382 Reduced 9.27%	3,737 $282,000
Q1 2023 Apr 25, 2023	SELL	$74.67 - $76.76 $186,600 - $191,823	-2,499 Reduced 37.76%	4,119 $315,000
Q4 2022 Jan 27, 2023	SELL	$74.07 - $75.87 $395,237 - $404,842	-5,336 Reduced 44.64%	6,618 $0
Q3 2022 Oct 24, 2022	SELL	$74.52 - $77.47 $280,269 - $291,364	-3,761 Reduced 23.93%	11,954 $894,000
Q2 2022 Jul 22, 2022	SELL	$75.68 - $77.74 $454,155 - $466,517	-6,001 Reduced 27.63%	15,715 $1.21 Million
Q1 2022 Apr 27, 2022	SELL	$77.66 - $80.73 $92.5 Million - $96.2 Million	-1,191,200 Reduced 98.21%	21,716 $1.69 Million
Q4 2021 Jan 19, 2022	BUY	$80.78 - $81.98 $5.28 Million - $5.36 Million	65,407 Added 5.7%	1,212,916 $98 Million
Q3 2021 Oct 29, 2021	BUY	$81.9 - $82.4 $4.15 Million - $4.18 Million	50,723 Added 4.62%	1,147,509 $94 Million
Q2 2021 Jul 29, 2021	SELL	$82.08 - $82.43 $503,314 - $505,460	-6,132 Reduced 0.56%	1,096,786 $90.1 Million
Q1 2021 May 10, 2021	BUY	$82.08 - $82.89 $9.77 Million - $9.87 Million	119,078 Added 12.1%	1,102,918 $90.6 Million
Q4 2020 Jan 26, 2021	BUY	$82.67 - $82.96 $81.3 Million - $81.6 Million	983,840 New	983,840 $81.6 Million

Others Institutions Holding BSV

# of Institutions

1,243

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 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

$2.15 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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