Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Capital Advisors Wealth Management, LLC

$691 Million
Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 5,586 shares of BND stock, worth $414,257. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,586

Previous 4,785 16.74%

Holding current value

$414,257

Previous $355,000 16.62%

% of portfolio

0.06%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$74.09 - $75.1 $59,346 - $60,155	801 Added 16.74%	5,586 $414,000
Q3 2025 Oct 15, 2025	SELL	$72.57 - $74.72 $5,370 - $5,529	-74 Reduced 1.52%	4,785 $355,000
Q2 2025 Aug 13, 2025	BUY	$72.02 - $73.82 $1,296 - $1,328	18 Added 0.37%	4,859 $357,000
Q1 2025 Apr 24, 2025	BUY	$71.17 - $73.66 $2,063 - $2,136	29 Added 0.6%	4,841 $355,000
Q4 2024 Jan 14, 2025	BUY	$71.75 - $75.11 $4,233 - $4,431	59 Added 1.24%	4,812 $346,000

Q3 2024 Oct 15, 2024	BUY	$71.45 - $75.64 $3,000 - $3,176	42 Added 0.89%	4,753 $356,000
Q2 2024 Jul 16, 2024	BUY	$70.55 - $72.66 $6,349 - $6,539	90 Added 1.95%	4,711 $339,000
Q1 2024 Apr 12, 2024	BUY	$71.76 - $73.66 $331,602 - $340,382	4,621 New	4,621 $335,000
Q1 2022 May 09, 2022	SELL	$78.72 - $84.18 $955,188 - $1.02 Million	-12,134 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$84.47 - $85.89 $4,139 - $4,208	-49 Reduced 0.4%	12,134 $1.03 Million
Q3 2021 Nov 12, 2021	BUY	$85.45 - $86.85 $6,066 - $6,166	71 Added 0.59%	12,183 $1.04 Million
Q2 2021 Aug 13, 2021	BUY	$84.67 - $85.92 $260,783 - $264,633	3,080 Added 34.1%	12,112 $1.04 Million
Q1 2021 Apr 20, 2021	BUY	$84.36 - $88.07 $761,939 - $795,448	9,032 New	9,032 $765,000

Others Institutions Holding BND

# of Institutions

1,891

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

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About VANGUARD BD INDEX FD INC TOTAL

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Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History