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

Schwallier Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$72.02 - $73.82 $80,950 - $82,973	-1,124 Reduced 14.22%	6,778 $499 Million
Q1 2025 Aug 14, 2025	SELL	$71.17 - $73.66 $6.55 Million - $6.78 Million	-92,086 Reduced 92.1%	7,902 $580 Million
Q4 2024 Feb 14, 2025	SELL	$71.75 - $75.11 $1.39 Million - $1.45 Million	-19,342 Reduced 16.21%	99,988 $7.19 Billion
Q3 2024 Nov 07, 2024	SELL	$71.45 - $75.64 $510,510 - $540,447	-7,145 Reduced 5.65%	119,330 $8.96 Billion
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

1,885

1.16B

93.5K

20.2K

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