Valley Forge Investment Consultants Inc Adv Vanguard Bd Index Fd Inc Short Transaction History

Valley Forge Investment Consultants Inc Adv

$256 Million
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	N/A	-2,776 Closed	0 $0
Q1 2022 May 06, 2022	SELL	N/A	-1,223 Reduced 30.58%	2,776 $216,000
Q4 2021 Feb 10, 2022	SELL	N/A	-3,984 Reduced 49.91%	3,999 $323,000
Q2 2021 Aug 10, 2021	SELL	N/A	-14,379 Reduced 64.3%	7,983 $656,000
Q1 2021 May 04, 2021	SELL	N/A	-994 Reduced 4.26%	22,362 $1.84 Million

Q4 2020 Feb 04, 2021	BUY	N/A	23,356 New	23,356 $1.94 Million

Others Institutions Holding BSV

# of Institutions

1,229

Shares Held

353M

Call Options Held

8.1K

Put Options Held

Envestnet Asset Management Inc

48.4M
Shares

$3.71 Billion
1.41% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.14 Billion
0.17% of portfolio
Mercer Global Advisors Inc Denver, CO

23.6M
Shares

$1.81 Billion
5.15% of portfolio
Goldman Sachs Group Inc New York, NY

19.2M
Shares

$1.47 Billion
0.27% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.7M
Shares

$1.05 Billion
3.95% of portfolio

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