Insight Folios Inc Vanguard Bd Index Fd Inc Inter Transaction History

Insight Folios Inc

$280 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	SELL	$74.96 - $77.47 $8,320 - $8,599	-111 Reduced 3.7%	2,886 $217,000
Q1 2023 Apr 18, 2023	SELL	$73.57 - $77.31 $15,523 - $16,312	-211 Reduced 6.58%	2,997 $229,000
Q4 2022 Jan 17, 2023	SELL	$71.64 - $76.32 $153,381 - $163,401	-2,141 Reduced 40.03%	3,208 $0
Q3 2022 Oct 19, 2022	BUY	$72.72 - $79.93 $872 - $959	12 Added 0.22%	5,349 $393,000
Q2 2022 Jul 12, 2022	SELL	$75.37 - $81.44 $178,777 - $193,175	-2,372 Reduced 30.77%	5,337 $414,000
Q1 2022 Apr 18, 2022	SELL	$81.03 - $87.06 $136,211 - $146,347	-1,681 Reduced 17.9%	7,709 $631,000
Q4 2021 Jan 20, 2022	BUY	$87.51 - $89.66 $22,402 - $22,952	256 Added 2.8%	9,390 $823,000
Q3 2021 Oct 15, 2021	BUY	$89.41 - $91.32 $1,519 - $1,552	17 Added 0.19%	9,134 $817,000
Q2 2021 Jul 16, 2021	SELL	$88.27 - $90.15 $52,255 - $53,368	-592 Reduced 6.1%	9,117 $820,000
Q1 2021 Apr 20, 2021	SELL	$88.61 - $92.83 $2,924 - $3,063	-33 Reduced 0.34%	9,709 $862,000
Q4 2020 Jan 15, 2021	SELL	$92.55 - $93.62 $36,464 - $36,886	-394 Reduced 3.89%	9,742 $905,000
Q3 2020 Oct 15, 2020	BUY	$93.08 - $94.37 $7,818 - $7,927	84 Added 0.84%	10,136 $947,000
Q2 2020 Jul 14, 2020	SELL	$88.97 - $93.19 $314,242 - $329,147	-3,532 Reduced 26.0%	10,052 $937,000
Q1 2020 Apr 20, 2020	BUY	$83.77 - $92.22 $697,636 - $768,008	8,328 Added 158.45%	13,584 $1.21 Million
Q4 2019 Jan 29, 2020	BUY	$86.78 - $88.73 $456,115 - $466,364	5,256 New	5,256 $458,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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