Schwarz Dygos Wheeler Investment Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$399 Million
Q4 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 6,618 shares of BND stock, worth $484,040. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,618

Previous 6,026 9.82%

Holding current value

$484,040

Previous $452,000 5.09%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$71.75 - $75.11 $42,476 - $44,465	592 Added 9.82%	6,618 $475,000
Q3 2024 Nov 08, 2024	SELL	$71.45 - $75.64 $12,718 - $13,463	-178 Reduced 2.87%	6,026 $452,000
Q2 2024 Aug 02, 2024	BUY	$70.55 - $72.66 $33,229 - $34,222	471 Added 8.22%	6,204 $446,000
Q1 2023 Apr 27, 2023	SELL	$71.33 - $74.57 $19,687 - $20,581	-276 Reduced 4.59%	5,733 $423,000
Q4 2022 Feb 08, 2023	BUY	$69.38 - $73.88 $19,148 - $20,390	276 Added 4.81%	6,009 $431,000
Q3 2021 Oct 21, 2021	BUY	$85.45 - $86.85 $147,999 - $150,424	1,732 Added 43.29%	5,733 $490,000
Q4 2020 Feb 12, 2021	BUY	$87.44 - $88.49 $349,847 - $354,048	4,001 New	4,001 $353,000

Others Institutions Holding BND

# of Institutions

1,727

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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Schwarz Dygos Wheeler Investment Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History