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

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Iht Wealth Management, LLC holds 35,909 shares of BND stock, worth $2.6 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

35,909

Previous 53,532 32.92%

Holding current value

$2.6 Million

Previous $4.02 Million 35.77%

% of portfolio

0.09%

Previous 0.12%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$71.75 - $75.11 $1.26 Million - $1.32 Million	-17,623 Reduced 32.92%	35,909 $2.58 Million
Q3 2024 Nov 14, 2024	BUY	$71.45 - $75.64 $2.12 Million - $2.24 Million	29,669 Added 124.33%	53,532 $4.02 Million
Q2 2024 Aug 14, 2024	BUY	$70.55 - $72.66 $647,014 - $666,364	9,171 Added 62.42%	23,863 $1.72 Million
Q1 2024 May 15, 2024	SELL	$71.76 - $73.66 $572,286 - $587,438	-7,975 Reduced 35.18%	14,692 $1.07 Million
Q4 2023 Feb 14, 2024	SELL	$68.04 - $73.9 $121,451 - $131,911	-1,785 Reduced 7.3%	22,667 $1.67 Million
Q3 2023 Nov 14, 2023	BUY	$69.63 - $72.91 $12,115 - $12,686	174 Added 0.72%	24,452 $1.71 Million
Q2 2023 Aug 14, 2023	BUY	$72.23 - $74.46 $889,584 - $917,049	12,316 Added 102.96%	24,278 $1.76 Million
Q1 2023 May 15, 2023	BUY	$71.33 - $74.57 $117,266 - $122,593	1,644 Added 15.93%	11,962 $883,000
Q4 2022 Feb 14, 2023	SELL	$69.38 - $73.88 $42,044 - $44,771	-606 Reduced 5.55%	10,318 $741,000
Q3 2022 Nov 22, 2022	BUY	$70.77 - $77.08 $76,926 - $83,785	1,087 Added 11.05%	10,924 $779,000
Q2 2022 Aug 15, 2022	SELL	$73.3 - $79.23 $50,063 - $54,114	-683 Reduced 6.49%	9,837 $740,000
Q1 2022 May 16, 2022	BUY	$78.72 - $84.18 $51,797 - $55,390	658 Added 6.67%	10,520 $837,000
Q4 2021 Feb 14, 2022	BUY	$84.47 - $85.89 $22,806 - $23,190	270 Added 2.81%	9,862 $836,000
Q3 2021 Nov 15, 2021	SELL	$85.45 - $86.85 $2.38 Million - $2.42 Million	-27,818 Reduced 74.36%	9,592 $820,000
Q2 2021 Aug 16, 2021	BUY	$84.67 - $85.92 $127,089 - $128,965	1,501 Added 4.18%	37,410 $3.21 Million
Q1 2021 May 18, 2021	SELL	$84.36 - $88.07 $198,752 - $207,492	-2,356 Reduced 6.16%	35,909 $3.04 Million
Q4 2020 Feb 17, 2021	BUY	$87.44 - $88.49 $139,379 - $141,053	1,594 Added 4.35%	38,265 $3.38 Million
Q3 2020 Nov 19, 2020	BUY	$88.13 - $89.48 $268,267 - $272,377	3,044 Added 9.05%	36,671 $3.24 Million
Q2 2020 Aug 14, 2020	SELL	$85.6 - $88.34 $906,846 - $935,873	-10,594 Reduced 23.96%	33,627 $2.97 Million
Q1 2020 May 13, 2020	BUY	$80.33 - $87.96 $593,719 - $650,112	7,391 Added 20.07%	44,221 $3.77 Million
Q4 2019 Feb 18, 2020	SELL	$83.39 - $84.94 $233,158 - $237,492	-2,796 Reduced 7.06%	36,830 $3.09 Million
Q3 2019 Nov 15, 2019	BUY	$83.3 - $84.54 $2.56 Million - $2.59 Million	30,675 Added 342.7%	39,626 $3.35 Million
Q2 2019 Aug 12, 2019	BUY	N/A	1,198 Added 15.45%	8,951 $744,000
Q1 2019 May 16, 2019	SELL	N/A	-20,340 Reduced 72.4%	7,753 $629,000
Q4 2018 Feb 15, 2019	BUY	N/A	1,945 Added 7.44%	28,093 $2.23 Million
Q3 2018 Nov 14, 2018	BUY	N/A	11,030 Added 72.96%	26,148 $2.06 Million
Q2 2018 Aug 13, 2018	BUY	N/A	11,641 Added 334.8%	15,118 $1.2 Million
Q1 2018 May 15, 2018	BUY	N/A	45 Added 1.31%	3,477 $277,000
Q4 2017 Feb 14, 2018	BUY	N/A	493 Added 16.77%	3,432 $279,000
Q3 2017 Nov 14, 2017	BUY	N/A	2,939	2,939 $240,000

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