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

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Congress Wealth Management LLC holds 984,103 shares of BND stock, worth $73.4 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

984,103

Previous 42,105 2237.26%

Holding current value

$73.4 Million

Previous $3.09 Million 2243.43%

% of portfolio

0.74%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$72.02 - $73.82 $67.8 Million - $69.5 Million	941,998 Added 2237.26%	984,103 $72.5 Million
Q1 2025 May 14, 2025	BUY	$71.17 - $73.66 $286,743 - $296,776	4,029 Added 10.58%	42,105 $3.09 Million
Q4 2024 Feb 11, 2025	SELL	$71.75 - $75.11 $221,707 - $232,089	-3,090 Reduced 7.51%	38,076 $2.74 Million
Q3 2024 Nov 12, 2024	BUY	$71.45 - $75.64 $698,566 - $739,532	9,777 Added 31.15%	41,166 $3.09 Million
Q2 2024 Aug 13, 2024	SELL	$70.55 - $72.66 $70,761 - $72,877	-1,003 Reduced 3.1%	31,389 $2.26 Million
Q1 2024 Apr 18, 2024	BUY	$71.76 - $73.66 $43,271 - $44,416	603 Added 1.9%	32,392 $2.35 Million
Q4 2023 Feb 09, 2024	BUY	$68.04 - $73.9 $114,783 - $124,669	1,687 Added 5.6%	31,789 $2.34 Million
Q3 2023 Oct 30, 2023	BUY	$69.63 - $72.91 $2.1 Million - $2.19 Million	30,102 New	30,102 $2.1 Million
Q1 2023 Apr 14, 2023	SELL	$71.33 - $74.57 $3,780 - $3,952	-53 Reduced 0.96%	5,483 $404,000
Q4 2022 Feb 02, 2023	SELL	$69.38 - $73.88 $100,323 - $106,830	-1,446 Reduced 20.71%	5,536 $397,000
Q3 2022 Nov 08, 2022	BUY	$70.77 - $77.08 $9,483 - $10,328	134 Added 1.96%	6,982 $497,000
Q2 2022 Aug 11, 2022	SELL	$73.3 - $79.23 $4,178 - $4,516	-57 Reduced 0.83%	6,848 $516,000
Q1 2022 May 16, 2022	SELL	$78.72 - $84.18 $12,437 - $13,300	-158 Reduced 2.24%	6,905 $549,000
Q4 2021 Feb 04, 2022	BUY	$84.47 - $85.89 $596,611 - $606,641	7,063 New	7,063 $599,000

Others Institutions Holding BND

# of Institutions

1,821

Shares Held

1.09B

Call Options Held

78.7K

Put Options Held

20.3K

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