Vision Point Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History

Vision Point Advisory Group, LLC

$275 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	SELL	$75.81 - $76.76 $15,920 - $16,119	-210 Reduced 94.17%	13 $0
Q1 2024 May 10, 2024	BUY	$76.34 - $77.25 $1,526 - $1,545	20 Added 9.85%	223 $17,000
Q4 2023 Feb 07, 2024	SELL	$74.64 - $77.03 $3,358 - $3,466	-45 Reduced 18.15%	203 $15,000
Q3 2023 Dec 06, 2023	SELL	$74.97 - $75.93 $88,089 - $89,217	-1,175 Reduced 82.57%	248 $18,000
Q2 2023 Aug 21, 2023	BUY	$75.52 - $76.97 $107,464 - $109,528	1,423 New	1,423 $107,000
Q4 2019 Jan 30, 2020	SELL	$80.41 - $81.14 $1.73 Million - $1.75 Million	-21,527 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$80.39 - $80.84 $1.73 Million - $1.74 Million	21,527 New	21,527 $1.75 Million
Q1 2019 May 10, 2019	SELL	N/A	-20,630 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	20,630 New	20,630 $1.62 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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