Beam Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Beam Wealth Advisors, Inc.

$303 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 14, 2022	SELL	$87.51 - $89.66 $946,420 - $969,672	-10,815 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$89.41 - $91.32 $44,168 - $45,112	494 Added 4.79%	10,815 $967,000
Q2 2021 Jul 13, 2021	SELL	$88.27 - $90.15 $225,353 - $230,152	-2,553 Reduced 19.83%	10,321 $929,000
Q1 2021 May 17, 2021	SELL	$88.61 - $92.83 $1.44 Million - $1.51 Million	-16,260 Reduced 55.81%	12,874 $1.14 Million
Q4 2020 Jan 26, 2021	BUY	$92.55 - $93.62 $60,435 - $61,133	653 Added 2.29%	29,134 $2.71 Million
Q3 2020 Oct 07, 2020	BUY	$93.08 - $94.37 $28,575 - $28,971	307 Added 1.09%	28,481 $2.66 Million
Q2 2020 Jul 07, 2020	BUY	$88.97 - $93.19 $1.41 Million - $1.48 Million	15,870 Added 128.98%	28,174 $2.63 Million
Q1 2020 Apr 08, 2020	BUY	$83.77 - $92.22 $698,976 - $769,483	8,344 Added 210.71%	12,304 $1.1 Million
Q4 2019 Feb 14, 2020	BUY	$86.78 - $88.73 $343,648 - $351,370	3,960 New	3,960 $345,000

Others Institutions Holding BIV

# of Institutions

878

Shares Held

152M

Call Options Held

5.9K

Put Options Held

59.3K

Envestnet Asset Management Inc

16.5M
Shares

$1.25 Billion
0.44% of portfolio
Goldman Sachs Group Inc New York, NY

8.65M
Shares

$658 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

7.71M
Shares

$586 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

7.04M
Shares

$535 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

6.29M
Shares

$478 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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