Wealthquest Corp Vanguard Bd Index Fd Inc Inter Transaction History

Wealthquest Corp

$897 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 18, 2019	SELL	$86.72 - $88.11 $259,206 - $263,360	-2,989 Closed	0 $0
Q1 2019 Apr 18, 2019	BUY	N/A	2,989 New	2,989 $250,000

Others Institutions Holding BIV

# of Institutions

900

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.29 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$591 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$589 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$562 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$473 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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