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

Capital Advisors Wealth Management, LLC

$556 Million
Q4 2024

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 4,812 shares of BND stock, worth $349,014. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,812

Previous 4,753 1.24%

Holding current value

$349,014

Previous $356,000 2.81%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,698

Shares Held

1.11B

Call Options Held

55.5K

Put Options Held

20.1K

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About VANGUARD BD INDEX FD INC TOTAL

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