Evermay Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$74.67 - $76.76 $96,249 - $98,943	-1,289 Reduced 18.95%	5,513 $421,000
Q4 2022 Jan 19, 2023	SELL	$74.07 - $75.87 $7.57 Million - $7.76 Million	-102,249 Reduced 93.76%	6,802 $0
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $482,144 - $501,230	-6,470 Reduced 5.6%	109,051 $8.16 Million
Q2 2022 Aug 15, 2022	SELL	$75.68 - $77.74 $3.29 Million - $3.38 Million	-43,453 Reduced 27.33%	115,521 $8.87 Million
Q1 2022 May 16, 2022	BUY	$77.66 - $80.73 $11.7 Million - $12.2 Million	150,985 Added 1889.91%	158,974 $12.4 Million
Q4 2021 Feb 14, 2022	BUY	$80.78 - $81.98 $354,543 - $359,810	4,389 Added 121.92%	7,989 $646,000
Q1 2021 May 10, 2021	SELL	$82.08 - $82.89 $472,780 - $477,446	-5,760 Reduced 61.54%	3,600 $296,000
Q4 2020 Feb 16, 2021	BUY	$82.67 - $82.96 $83,083 - $83,374	1,005 Added 12.03%	9,360 $776,000
Q3 2020 Nov 05, 2020	BUY	$82.96 - $83.3 $118,881 - $119,368	1,433 Added 20.7%	8,355 $694,000
Q2 2020 Jul 20, 2020	BUY	$81.78 - $83.12 $71,966 - $73,145	880 Added 14.56%	6,922 $575,000
Q2 2019 Jul 23, 2019	SELL	N/A	-135 Reduced 2.19%	6,042 $487,000
Q2 2018 Aug 06, 2018	BUY	N/A	80 Added 1.31%	6,177 $483,000
Q1 2018 May 04, 2018	SELL	N/A	-31 Reduced 0.51%	6,097 $478,000
Q4 2017 Feb 07, 2018	BUY	N/A	430 Added 7.55%	6,128 $485,000
Q3 2017 Oct 23, 2017	BUY	N/A	5,698	5,698 $455,000

Others Institutions Holding BSV

# of Institutions

1,257

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.29 Billion
0.22% of portfolio

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