Wedbush Securities Inc Vanguard Bd Index Fd Inc Long Transaction History

Wedbush Securities Inc

$2.7 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$67.85 - $72.06 $3,731 - $3,963	55 Added 1.93%	2,904 $204,000
Q1 2024 May 14, 2024	BUY	$70.55 - $74.4 $6,984 - $7,365	99 Added 3.6%	2,849 $206,000
Q4 2023 Feb 12, 2024	BUY	$63.1 - $75.48 $173,525 - $207,570	2,750 New	2,750 $205,000
Q2 2023 Aug 14, 2023	BUY	$72.8 - $77.78 $206,606 - $220,739	2,838 New	2,838 $213,000
Q3 2022 Oct 18, 2022	SELL	$70.98 - $83.52 $16,041 - $18,875	-226 Reduced 5.07%	4,231 $0
Q2 2022 Jul 21, 2022	SELL	$76.82 - $91.91 $1,613 - $1,930	-21 Reduced 0.47%	4,457 $0
Q1 2022 Apr 19, 2022	SELL	$89.51 - $101.14 $7,429 - $8,394	-83 Reduced 1.82%	4,478 $0
Q4 2021 Jan 13, 2022	SELL	$100.51 - $106.41 $402 - $425	-4 Reduced 0.09%	4,561 $0
Q2 2021 Jul 27, 2021	BUY	$97.54 - $103.68 $35,211 - $37,428	361 Added 8.59%	4,565 $0
Q1 2021 Apr 26, 2021	BUY	$96.21 - $109.25 $2,405 - $2,731	25 Added 0.6%	4,204 $0
Q4 2020 Feb 16, 2021	BUY	$108.9 - $113.64 $6,316 - $6,591	58 Added 1.41%	4,179 $458,000
Q1 2020 Apr 17, 2020	SELL	$91.55 - $114.49 $53,099 - $66,404	-580 Reduced 12.34%	4,121 $440,000
Q4 2019 Jan 16, 2020	BUY	$98.83 - $104.1 $464,599 - $489,374	4,701 New	4,701 $472,000

Others Institutions Holding BLV

# of Institutions

385

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$645 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$236 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$178 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$162 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$149 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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