Collaborative Wealth Managment Inc. Vanguard Bd Index Fd Inc Total Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 5,746 shares of BND stock, worth $426,123. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,746
Previous 5,391 6.59%
Holding current value
$426,123
Previous $396,000 7.83%
% of portfolio
0.18%
Previous 0.18%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$72.57 - $74.72 $25,762 - $26,525
355 Added 6.59%
5,746 $427,000
Q2 2025

Aug 08, 2025
SELL
$72.02 - $73.82 $30,176 - $30,930
-419 Reduced 7.21%
5,391 $396,000
Q1 2025

May 08, 2025
SELL
$71.17 - $73.66 $105,758 - $109,458
-1,486 Reduced 20.37%
5,810 $426,000
Q4 2024

Feb 10, 2025
SELL
$71.75 - $75.11 $396,490 - $415,057
-5,526 Reduced 43.1%
7,296 $524,000
Q3 2024

Nov 12, 2024
SELL
$71.45 - $75.64 $78,595 - $83,204
-1,100 Reduced 7.9%
12,822 $963,000
Q2 2024

Aug 09, 2024
SELL
$70.55 - $72.66 $1,058 - $1,089
-15 Reduced 0.11%
13,922 $1 Million
Q1 2024

May 10, 2024
SELL
$71.76 - $73.66 $86,112 - $88,392
-1,200 Reduced 7.93%
13,937 $1.01 Million
Q4 2023

Feb 07, 2024
SELL
$68.04 - $73.9 $2,381 - $2,586
-35 Reduced 0.23%
15,137 $1.11 Million
Q3 2023

Nov 09, 2023
SELL
$69.63 - $72.91 $96,367 - $100,907
-1,384 Reduced 8.36%
15,172 $1.06 Million
Q2 2023

Aug 07, 2023
SELL
$72.23 - $74.46 $145,471 - $149,962
-2,014 Reduced 10.85%
16,556 $1.2 Million
Q1 2023

May 08, 2023
SELL
$71.33 - $74.57 $209,852 - $219,384
-2,942 Reduced 13.68%
18,570 $1.37 Million
Q4 2022

Feb 10, 2023
SELL
$69.38 - $73.88 $59,944 - $63,832
-864 Reduced 3.86%
21,512 $1.55 Million
Q3 2022

Nov 14, 2022
SELL
$70.77 - $77.08 $91,151 - $99,279
-1,288 Reduced 5.44%
22,376 $1.6 Million
Q2 2022

Aug 15, 2022
SELL
$73.3 - $79.23 $158,474 - $171,295
-2,162 Reduced 8.37%
23,664 $1.78 Million
Q4 2021

Feb 11, 2022
BUY
$84.47 - $85.89 $37,082 - $37,705
439 Added 1.73%
25,826 $2.19 Million
Q1 2021

May 12, 2022
BUY
$84.36 - $88.07 $2.14 Million - $2.24 Million
25,387 New
25,387 $2.02 Million

Others Institutions Holding BND

# of Institutions
1,885
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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