Washburn Capital Management, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Washburn Capital Management, Inc.

$140 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$88.27 - $90.15 $3.37 Million - $3.44 Million	-38,122 Closed	0 $0
Q1 2021 May 03, 2021	SELL	$88.61 - $92.83 $1.2 Million - $1.26 Million	-13,525 Reduced 26.19%	38,122 $3.38 Million
Q4 2020 Jan 28, 2021	BUY	$92.55 - $93.62 $715,133 - $723,401	7,727 Added 17.59%	51,647 $4.8 Million
Q3 2020 Oct 07, 2020	BUY	$93.08 - $94.37 $1.5 Million - $1.52 Million	16,126 Added 58.02%	43,920 $4.11 Million
Q2 2020 Jul 21, 2020	BUY	$88.97 - $93.19 $277,586 - $290,752	3,120 Added 12.64%	27,794 $2.59 Million
Q1 2020 May 04, 2020	BUY	$83.77 - $92.22 $122,806 - $135,194	1,466 Added 6.32%	24,674 $2.2 Million
Q4 2019 Jan 10, 2020	BUY	$86.78 - $88.73 $2.01 Million - $2.06 Million	23,208 New	23,208 $2.02 Million

Others Institutions Holding BIV

# of Institutions

867

Shares Held

149M

Call Options Held

5.9K

Put Options Held

13.2K

Envestnet Asset Management Inc

16.5M
Shares

$1.3 Billion
0.44% of portfolio
Goldman Sachs Group Inc New York, NY

8.65M
Shares

$680 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

7.71M
Shares

$606 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

7.04M
Shares

$553 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

6.29M
Shares

$494 Million
0.04% of portfolio

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