Destiny Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$74.07 - $75.87 $8.03 Million - $8.22 Million	-108,387 Reduced 99.25%	818 $0
Q3 2022 Oct 25, 2022	BUY	$74.52 - $77.47 $516,647 - $537,099	6,933 Added 6.78%	109,205 $8.17 Million
Q2 2022 Jul 15, 2022	SELL	$75.68 - $77.74 $72,879 - $74,863	-963 Reduced 0.93%	102,272 $7.85 Million
Q1 2022 Apr 21, 2022	BUY	$77.66 - $80.73 $75,796 - $78,792	976 Added 0.95%	103,235 $8.04 Million
Q4 2021 Jan 20, 2022	SELL	$80.78 - $81.98 $337,094 - $342,102	-4,173 Reduced 3.92%	102,259 $8.27 Million
Q3 2021 Oct 28, 2021	SELL	$81.9 - $82.4 $1.63 Million - $1.64 Million	-19,942 Reduced 15.78%	106,432 $8.72 Million
Q2 2021 Jul 27, 2021	SELL	$82.08 - $82.43 $432,479 - $434,323	-5,269 Reduced 4.0%	126,374 $10.4 Million
Q1 2021 Apr 22, 2021	SELL	$82.08 - $82.89 $146,759 - $148,207	-1,788 Reduced 1.34%	131,643 $10.8 Million
Q4 2020 Feb 05, 2021	BUY	$82.67 - $82.96 $11 Million - $11.1 Million	133,431 New	133,431 $11.1 Million

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.13 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.24 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.15 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.71 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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