Endowment Wealth Management, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Endowment Wealth Management, Inc.

$133 Million
Q4 2024

A detailed history of Endowment Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 19,101 shares of BND stock, worth $1.38 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

19,101

Previous 17,648 8.23%

Holding current value

$1.38 Million

Previous $1.33 Million 3.62%

% of portfolio

1.03%

Previous 0.97%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$71.75 - $75.11 $104,252 - $109,134	1,453 Added 8.23%	19,101 $1.37 Million
Q3 2024 Nov 06, 2024	BUY	$71.45 - $75.64 $60,946 - $64,520	853 Added 5.08%	17,648 $1.33 Million
Q2 2024 Aug 01, 2024	BUY	$70.55 - $72.66 $21,094 - $21,725	299 Added 1.81%	16,795 $1.21 Million
Q1 2024 May 08, 2024	BUY	$71.76 - $73.66 $244,199 - $250,664	3,403 Added 25.99%	16,496 $1.2 Million
Q4 2023 Feb 07, 2024	SELL	$68.04 - $73.9 $115,668 - $125,630	-1,700 Reduced 11.49%	13,093 $962,000
Q3 2023 Oct 30, 2023	BUY	$69.63 - $72.91 $29,523 - $30,913	424 Added 2.95%	14,793 $1.03 Million
Q2 2023 Aug 10, 2023	BUY	$72.23 - $74.46 $58,722 - $60,535	813 Added 6.0%	14,369 $1.04 Million
Q1 2023 May 10, 2023	SELL	$71.33 - $74.57 $31,385 - $32,810	-440 Reduced 3.14%	13,556 $1 Million
Q4 2022 Feb 13, 2023	SELL	$69.38 - $73.88 $2,775 - $2,955	-40 Reduced 0.28%	13,996 $1.01 Million
Q3 2022 Nov 10, 2022	BUY	$70.77 - $77.08 $9,766 - $10,637	138 Added 0.99%	14,036 $1 Million
Q2 2022 Aug 15, 2022	BUY	$73.3 - $79.23 $16,712 - $18,064	228 Added 1.67%	13,898 $1.05 Million
Q1 2022 May 04, 2022	BUY	$78.72 - $84.18 $41,957 - $44,867	533 Added 4.06%	13,670 $1.09 Million
Q4 2021 Feb 11, 2022	BUY	$84.47 - $85.89 $1.11 Million - $1.13 Million	13,137 New	13,137 $1.11 Million

Others Institutions Holding BND

# of Institutions

1,647

Shares Held

998M

Call Options Held

379K

Put Options Held

28.3K

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Endowment Wealth Management, Inc. Vanguard Bd Index Fd Inc Total Transaction History