Lodestone Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 16,107 shares of BND stock, worth $1.17 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

16,107

Previous 20,569 21.69%

Holding current value

$1.17 Million

Previous $1.54 Billion 25.03%

% of portfolio

0.58%

Previous 0.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	SELL	$71.75 - $75.11 $320,148 - $335,140	-4,462 Reduced 21.69%	16,107 $1.16 Billion
Q3 2024 Oct 29, 2024	SELL	$71.45 - $75.64 $2.13 Million - $2.25 Million	-29,785 Reduced 59.15%	20,569 $1.54 Billion
Q2 2024 Jul 16, 2024	SELL	$70.55 - $72.66 $94,254 - $97,073	-1,336 Reduced 2.58%	50,354 $3.63 Billion
Q1 2024 Apr 30, 2024	BUY	$71.76 - $73.66 $3,229 - $3,314	45 Added 0.09%	51,690 $3.75 Billion
Q4 2023 Jan 24, 2024	BUY	$68.04 - $73.9 $3.51 Million - $3.82 Million	51,645 New	51,645 $3.8 Billion

Others Institutions Holding BND

# of Institutions

1,730

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

View Full List

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

More about BND

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History