V Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$72.23 - $74.46 $57,567 - $59,344	-797 Reduced 20.58%	3,076 $223,000
Q1 2023 May 02, 2023	SELL	$71.33 - $74.57 $293,380 - $306,706	-4,113 Reduced 51.5%	3,873 $285,000
Q4 2022 Jan 20, 2023	BUY	$69.38 - $73.88 $81,660 - $86,956	1,177 Added 17.29%	7,986 $0
Q3 2022 Nov 04, 2022	SELL	$70.77 - $77.08 $102,545 - $111,688	-1,449 Reduced 17.55%	6,809 $486,000
Q2 2022 Jul 27, 2022	SELL	$73.3 - $79.23 $821,326 - $887,772	-11,205 Reduced 57.57%	8,258 $621,000
Q1 2022 May 16, 2022	SELL	$78.72 - $84.18 $17,475 - $18,687	-222 Reduced 1.13%	19,463 $1.55 Million
Q4 2021 Feb 17, 2022	SELL	$84.47 - $85.89 $795,200 - $808,568	-9,414 Reduced 32.35%	19,685 $1.67 Million
Q3 2021 Oct 21, 2021	SELL	$85.45 - $86.85 $375,125 - $381,271	-4,390 Reduced 13.11%	29,099 $2.49 Million
Q2 2021 Jul 27, 2021	BUY	$84.67 - $85.92 $352,989 - $358,200	4,169 Added 14.22%	33,489 $2.88 Million
Q1 2021 Apr 20, 2021	BUY	$84.36 - $88.07 $16,197 - $16,909	192 Added 0.66%	29,320 $2.48 Million
Q4 2020 Jan 25, 2021	BUY	$87.44 - $88.49 $2.55 Million - $2.58 Million	29,128 New	29,128 $2.57 Million
Q3 2020 Oct 13, 2020	SELL	$88.13 - $89.48 $1.73 Million - $1.76 Million	-19,626 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$85.6 - $88.34 $190,888 - $196,998	2,230 Added 12.82%	19,626 $1.73 Million
Q1 2020 May 12, 2020	SELL	$80.33 - $87.96 $23,536 - $25,772	-293 Reduced 1.66%	17,396 $1.49 Million
Q3 2019 Nov 14, 2019	BUY	$83.3 - $84.54 $107,373 - $108,972	1,289 Added 7.86%	17,689 $1.49 Million
Q2 2019 Jul 29, 2019	BUY	N/A	3,259 Added 24.8%	16,400 $1.37 Million
Q1 2019 May 16, 2019	BUY	N/A	13,141 New	13,141 $1.06 Million
Q4 2018 Jan 24, 2019	SELL	N/A	-5,080 Closed	0 $0
Q3 2018 Oct 31, 2018	SELL	N/A	-2,343 Reduced 31.56%	5,080 $401,000
Q2 2018 Jul 16, 2018	SELL	N/A	-370 Reduced 4.75%	7,423 $591,000
Q1 2018 Apr 11, 2018	BUY	N/A	50 Added 0.65%	7,793 $625,000
Q4 2017 Jan 19, 2018	SELL	N/A	-15 Reduced 0.19%	7,743 $630,000
Q3 2017 Oct 12, 2017	BUY	N/A	7,758	7,758 $634,000

Others Institutions Holding BND

# of Institutions

1,537

Shares Held

910M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.73 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.71 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.54 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.17 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.17 Billion
0.06% of portfolio

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