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

Schwallier Wealth Management LLC

  • $123 Billion
  • Q2 2024

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 126,475 shares of BND stock, worth $9.24 Million. This represents 7.4% of its overall portfolio holdings.

Number of Shares
126,475
Previous 127,666 0.93%
Holding current value
$9.24 Million
Previous $9.27 Billion 1.72%
% of portfolio
7.4%
Previous 7.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$70.55 - $72.66 $84,025 - $86,538
-1,191 Reduced 0.93%
126,475 $9.11 Billion
Q1 2024

May 14, 2024
SELL
$71.76 - $73.66 $2.04 Million - $2.1 Million
-28,490 Reduced 18.24%
127,666 $9.27 Billion
Q4 2023

Feb 14, 2024
BUY
$68.04 - $73.9 $10.6 Million - $11.5 Million
156,156 New
156,156 $11.5 Billion

Others Institutions Holding BND

# of Institutions
1,536
Shares Held
911M
Call Options Held
155K
Put Options Held
94.7K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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  • Ticker BND
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