M Holdings Securities, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$75.37 - $81.44 $234,400 - $253,278	-3,110 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$81.03 - $87.06 $252,003 - $270,756	3,110 New	3,110 $255,000
Q2 2019 Aug 16, 2019	SELL	N/A	-4,332 Closed	0 $0
Q1 2019 May 17, 2019	BUY	N/A	45 Added 1.05%	4,332 $364,000
Q4 2018 Feb 15, 2019	SELL	N/A	-557 Reduced 11.5%	4,287 $348,000
Q3 2018 Nov 16, 2018	SELL	N/A	-861 Reduced 15.09%	4,844 $390,000
Q2 2018 Aug 17, 2018	BUY	N/A	65 Added 1.15%	5,705 $462,000
Q1 2018 May 18, 2018	BUY	N/A	126 Added 2.29%	5,640 $461,000
Q4 2017 Feb 15, 2018	SELL	N/A	-644 Reduced 10.46%	5,514 $907,000
Q3 2017 Nov 15, 2017	BUY	N/A	45 Added 0.74%	6,158 $521,000
Q2 2017 Aug 22, 2017	BUY	N/A	6,113	6,113 $517,000

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

About VANGUARD BD INDEX FD INC INTER

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