Waterford Advisors, LLC Vanguard Total International B Transaction History

Waterford Advisors, LLC

$196 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$48.24 - $49.07 $140,185 - $142,597	2,906 Added 1.0%	293,784 $14.3 Million
Q1 2024 May 15, 2024	BUY	$48.47 - $49.33 $880,748 - $896,375	18,171 Added 6.66%	290,878 $14.3 Million
Q4 2023 Feb 13, 2024	BUY	$47.38 - $50.85 $1.94 Million - $2.09 Million	41,011 Added 17.7%	272,707 $13.5 Million
Q3 2023 Nov 07, 2023	BUY	$47.76 - $48.9 $268,267 - $274,671	5,617 Added 2.48%	231,696 $11.1 Million
Q2 2023 Jul 31, 2023	BUY	$48.28 - $49.09 $479,951 - $488,003	9,941 Added 4.6%	226,079 $11.1 Million
Q1 2023 May 02, 2023	BUY	$47.52 - $49.23 $300,896 - $311,724	6,332 Added 3.02%	216,138 $10.6 Million
Q4 2022 Feb 14, 2023	BUY	$46.98 - $49.45 $9.86 Million - $10.4 Million	209,806 New	209,806 $9.95 Million

Others Institutions Holding BNDX

# of Institutions

921

Shares Held

657M

Call Options Held

5K

Put Options Held

355K

Jpmorgan Chase & CO New York, NY

222M
Shares

$10.9 Billion
0.92% of portfolio
Bank Of America Corp Charlotte, NC

111M
Shares

$5.44 Billion
0.47% of portfolio
Envestnet Asset Management Inc

58.1M
Shares

$2.85 Billion
0.97% of portfolio
Vanguard Group Inc Valley Forge, PA

53M
Shares

$2.6 Billion
0.05% of portfolio
Mercer Global Advisors Inc Denver, CO

21.6M
Shares

$1.06 Billion
2.38% of portfolio

About VANGUARD TOTAL INTERNATIONAL B

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