Cassady Schiller Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 7,272 shares of BND stock, worth $539,291. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,272
Previous 8,246 11.81%
Holding current value
$539,291
Previous $619,000 15.67%
% of portfolio
0.19%
Previous 0.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$71.75 - $75.11 $69,884 - $73,157
-974 Reduced 11.81%
7,272 $522,000
Q3 2023

Nov 09, 2023
SELL
$69.63 - $72.91 $5,291 - $5,541
-76 Reduced 0.91%
8,246 $575,000
Q2 2023

Aug 10, 2023
SELL
$72.23 - $74.46 $43,338 - $44,675
-600 Reduced 6.72%
8,322 $604,000
Q1 2023

May 12, 2023
SELL
$71.33 - $74.57 $14,622 - $15,286
-205 Reduced 2.25%
8,922 $658,000
Q4 2022

May 16, 2023
BUY
$69.38 - $73.88 $14,222 - $15,145
205 Added 2.3%
9,127 $655,000
Q4 2022

Feb 13, 2023
SELL
$69.38 - $73.88 $476,987 - $507,924
-6,875 Reduced 42.96%
9,127 $655,000
Q2 2022

Aug 11, 2022
SELL
$73.3 - $79.23 $138,390 - $149,586
-1,888 Reduced 10.55%
16,002 $1.2 Million
Q1 2022

May 12, 2022
SELL
$78.72 - $84.18 $183,496 - $196,223
-2,331 Reduced 11.53%
17,890 $1.42 Million
Q4 2021

Feb 09, 2022
BUY
$84.47 - $85.89 $1.71 Million - $1.74 Million
20,221 New
20,221 $1.71 Million

Others Institutions Holding BND

# of Institutions
1,893
Shares Held
1.16B
Call Options Held
93.5K
Put Options Held
20.2K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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