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

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	SELL	$74.67 - $76.76 $12,469 - $12,818	-167 Reduced 4.26%	3,756 $287,000
Q4 2022 Jan 20, 2023	BUY	$74.07 - $75.87 $74 - $75	1 Added 0.03%	3,923 $0
Q3 2022 Nov 04, 2022	SELL	$74.52 - $77.47 $1,192 - $1,239	-16 Reduced 0.41%	3,922 $294,000
Q2 2022 Jul 27, 2022	BUY	$75.68 - $77.74 $75,907 - $77,973	1,003 Added 34.17%	3,938 $302,000
Q1 2022 May 16, 2022	BUY	$77.66 - $80.73 $35,179 - $36,570	453 Added 18.25%	2,935 $229,000
Q2 2021 Jul 27, 2021	BUY	$82.08 - $82.43 $1,723 - $1,731	21 Added 0.85%	2,482 $204,000
Q1 2021 Apr 20, 2021	SELL	$82.08 - $82.89 $410 - $414	-5 Reduced 0.2%	2,461 $202,000
Q4 2020 Jan 25, 2021	BUY	$82.67 - $82.96 $203,864 - $204,579	2,466 New	2,466 $204,000
Q3 2020 Oct 13, 2020	SELL	$82.96 - $83.3 $261,075 - $262,145	-3,147 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$81.78 - $83.12 $257,361 - $261,578	3,147 New	3,147 $262,000
Q4 2017 Jan 19, 2018	SELL	N/A	-6,443 Closed	0 $0
Q3 2017 Oct 12, 2017	BUY	N/A	6,443	6,443 $513,000

Others Institutions Holding BSV

# of Institutions

1,238

Shares Held

376M

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

Ticker BSV
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