World Equity Group, Inc. Vanguard Bd Index Fd Inc Long Transaction History

World Equity Group, Inc.

$335 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jul 22, 2024	SELL	$63.1 - $75.48 $9,843 - $11,774	-156 Reduced 5.06%	2,930 $219 Million
Q3 2023 Jul 22, 2024	BUY	$66.98 - $75.19 $206,700 - $232,036	3,086 New	3,086 $210 Million
Q2 2023 Aug 26, 2024	SELL	$72.8 - $77.78 $41.4 Million - $44.3 Million	-569,091 Closed	0 $0
Q1 2023 Aug 26, 2024	BUY	$72.23 - $78.61 $41.1 Million - $44.7 Million	569,091 New	569,091 $2.07 Billion
Q4 2022 Sep 06, 2024	SELL	$66.85 - $78.06 $5,815 - $6,791	-87 Reduced 0.49%	17,811 $1.29 Billion
Q3 2022 Sep 06, 2024	BUY	$70.98 - $83.52 $1.27 Million - $1.49 Million	17,898 New	17,898 $1.29 Billion
Q2 2022 Sep 06, 2024	BUY	$76.82 - $91.91 $28,577 - $34,190	372 Added 2.08%	18,225 $1.45 Billion
Q1 2022 Sep 06, 2024	BUY	$89.51 - $101.14 $1.6 Million - $1.81 Million	17,853 New	17,853 $1.64 Billion

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42M

Call Options Held

28.5K

Put Options Held

141K

Envestnet Asset Management Inc

9.12M
Shares

$650 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.89M
Shares

$278 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$169 Million
0.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.28M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$152 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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