Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,921 shares of BND stock, worth $2.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

31,921

Previous 18,913 68.78%

Holding current value

$2.31 Million

Previous $1.36 Billion 72.37%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$71.17 - $73.66 $925,779 - $958,169	13,008 Added 68.78%	31,921 $2.34 Billion
Q4 2024 Jan 22, 2025	BUY	$71.75 - $75.11 $812,784 - $850,846	11,328 Added 149.35%	18,913 $1.36 Billion
Q3 2024 Oct 21, 2024	SELL	$71.45 - $75.64 $411,909 - $436,064	-5,765 Reduced 43.18%	7,585 $570 Million
Q2 2024 Jul 09, 2024	BUY	$70.55 - $72.66 $3,033 - $3,124	43 Added 0.32%	13,350 $962 Million
Q1 2024 Apr 15, 2024	SELL	$71.76 - $73.66 $153,566 - $157,632	-2,140 Reduced 13.85%	13,307 $967 Million
Q4 2023 Jan 16, 2024	BUY	$68.04 - $73.9 $1.05 Million - $1.14 Million	15,447 New	15,447 $1.14 Billion
Q2 2023 Aug 09, 2023	BUY	$72.23 - $74.46 $405,788 - $418,316	5,618 New	5,618 $408 Million

Others Institutions Holding BND

# of Institutions

1,742

Shares Held

1.1B

Call Options Held

73.9K

Put Options Held

10.4K

View Full List

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

More about BND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History