Smart Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History

Smart Wealth LLC

$255 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Dec 13, 2024	SELL	$76.38 - $78.87 $2.72 Million - $2.81 Million	-35,600 Closed	0 $0
Q2 2024 Dec 13, 2024	BUY	$75.81 - $76.76 $2.26 Million - $2.29 Million	29,866 Added 520.86%	35,600 $2.73 Billion
Q1 2024 Dec 13, 2024	SELL	$76.34 - $77.25 $1.17 Million - $1.18 Million	-15,283 Reduced 72.72%	5,734 $440 Million
Q4 2023 Dec 13, 2024	SELL	$74.64 - $77.03 $26,273 - $27,114	-352 Reduced 1.65%	21,017 $1.62 Billion
Q3 2023 Dec 13, 2024	BUY	$74.97 - $75.93 $72,720 - $73,652	970 Added 4.76%	21,369 $1.61 Billion
Q2 2023 Dec 13, 2024	BUY	$75.52 - $76.97 $191,065 - $194,734	2,530 Added 14.16%	20,399 $1.54 Billion
Q1 2023 Dec 13, 2024	SELL	$74.67 - $76.76 $698,015 - $717,552	-9,348 Reduced 34.35%	17,869 $1.37 Billion
Q4 2022 Dec 13, 2024	BUY	$74.07 - $75.87 $2.02 Million - $2.06 Million	27,217 New	27,217 $2.05 Billion

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

Ticker BSV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.