Yhb Investment Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$74.07 - $75.87 $37,035 - $37,935	-500 Reduced 12.9%	3,375 $0
Q3 2022 Nov 03, 2022	SELL	$74.52 - $77.47 $150,604 - $156,566	-2,021 Reduced 34.28%	3,875 $290,000
Q2 2022 Jul 14, 2022	BUY	$75.68 - $77.74 $115,109 - $118,242	1,521 Added 34.77%	5,896 $453,000
Q4 2021 Jan 18, 2022	SELL	$80.78 - $81.98 $50,487 - $51,237	-625 Reduced 12.5%	4,375 $354,000
Q3 2021 Oct 28, 2021	SELL	$81.9 - $82.4 $98,280 - $98,880	-1,200 Reduced 19.35%	5,000 $410,000
Q2 2021 Jul 15, 2021	SELL	$82.08 - $82.43 $5,745 - $5,770	-70 Reduced 1.12%	6,200 $509,000
Q1 2021 Apr 22, 2021	BUY	$82.08 - $82.89 $78,386 - $79,159	955 Added 17.97%	6,270 $516,000
Q4 2020 Jan 21, 2021	SELL	$82.67 - $82.96 $124,005 - $124,439	-1,500 Reduced 22.01%	5,315 $441,000
Q3 2020 Nov 02, 2020	BUY	$82.96 - $83.3 $565,372 - $567,689	6,815 New	6,815 $566,000

Others Institutions Holding BSV

# of Institutions

1,239

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.16 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.26 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.17 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.73 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.29 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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