Vista Private Wealth Partners. LLC Vanguard Bd Index Fd Inc Short Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	BUY	$74.07 - $75.87 $1.41 Million - $1.44 Million	19,044 Added 149.61%	31,773 $0
Q3 2022 Oct 13, 2022	SELL	$74.52 - $77.47 $7,973 - $8,289	-107 Reduced 0.83%	12,729 $955,000
Q2 2022 Jul 13, 2022	SELL	$75.68 - $77.74 $8,400 - $8,629	-111 Reduced 0.86%	12,836 $989,000
Q1 2022 Apr 13, 2022	SELL	$77.66 - $80.73 $141,574 - $147,170	-1,823 Reduced 12.34%	12,947 $1.01 Million
Q4 2021 Jan 19, 2022	SELL	$80.78 - $81.98 $454,872 - $461,629	-5,631 Reduced 27.6%	14,770 $1.19 Million
Q3 2021 Oct 13, 2021	BUY	$81.9 - $82.4 $36,199 - $36,420	442 Added 2.21%	20,401 $1.67 Million
Q2 2021 Jul 14, 2021	BUY	$82.08 - $82.43 $1.64 Million - $1.65 Million	19,959 New	19,959 $1.64 Million
Q1 2021 Apr 14, 2021	SELL	$82.08 - $82.89 $1.26 Million - $1.27 Million	-15,350 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$82.67 - $82.96 $1.27 Million - $1.27 Million	15,350 New	15,350 $1.27 Million

Others Institutions Holding BSV

# of Institutions

1,264

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

$2.26 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

About VANGUARD BD INDEX FD INC SHORT

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