Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Long Transaction History

Wiser Wealth Management, Inc

$348 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	BUY	$63.1 - $75.48 $430,468 - $514,924	6,822 Added 17.31%	46,239 $3.45 Million
Q3 2023 Oct 19, 2023	BUY	$66.98 - $75.19 $95,513 - $107,220	1,426 Added 3.75%	39,417 $2.64 Million
Q2 2023 Aug 01, 2023	BUY	$72.8 - $77.78 $59,477 - $63,546	817 Added 2.2%	37,991 $2.85 Million
Q1 2023 May 05, 2023	BUY	$72.23 - $78.61 $203,544 - $221,522	2,818 Added 8.2%	37,174 $2.85 Million
Q4 2022 Feb 03, 2023	BUY	$66.85 - $78.06 $68,320 - $79,777	1,022 Added 3.07%	34,356 $2.49 Million
Q3 2022 Oct 11, 2022	BUY	$70.98 - $83.52 $138,269 - $162,696	1,948 Added 6.21%	33,334 $2.4 Million
Q2 2022 Jul 14, 2022	BUY	$76.82 - $91.91 $252,891 - $302,567	3,292 Added 11.72%	31,386 $2.5 Million
Q1 2022 May 11, 2022	SELL	$89.51 - $101.14 $106,785 - $120,660	-1,193 Reduced 4.07%	28,094 $2.58 Million
Q4 2021 Jan 27, 2022	SELL	$100.51 - $106.41 $2.65 Million - $2.81 Million	-26,400 Reduced 47.41%	29,287 $3.01 Million
Q3 2021 Oct 13, 2021	BUY	$102.33 - $106.66 $625,133 - $651,585	6,109 Added 12.32%	55,687 $5.7 Million
Q2 2021 Aug 04, 2021	BUY	$97.54 - $103.68 $376,504 - $400,204	3,860 Added 8.44%	49,578 $5.11 Million
Q1 2021 Apr 14, 2021	SELL	$96.21 - $109.25 $1.31 Million - $1.49 Million	-13,637 Reduced 22.98%	45,718 $4.49 Million
Q4 2020 Feb 09, 2021	BUY	$108.9 - $113.64 $6.46 Million - $6.75 Million	59,355 New	59,355 $6.51 Million

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$647 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

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$150 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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