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

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 137,139 shares of BND stock, worth $10.2 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

137,139

Previous 133,063 3.06%

Holding current value

$10.2 Million

Previous $9.99 Million 1.33%

% of portfolio

2.05%

Previous 2.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$71.75 - $75.11 $292,453 - $306,148	4,076 Added 3.06%	137,139 $9.86 Million
Q3 2024 Oct 08, 2024	BUY	$71.45 - $75.64 $305,663 - $323,587	4,278 Added 3.32%	133,063 $9.99 Million
Q2 2024 Jul 08, 2024	BUY	$70.55 - $72.66 $239,658 - $246,826	3,397 Added 2.71%	128,785 $9.28 Million
Q1 2024 Apr 23, 2024	SELL	$71.76 - $73.66 $2,009 - $2,062	-28 Reduced 0.02%	125,388 $9.11 Million
Q4 2023 Jan 10, 2024	SELL	$68.04 - $73.9 $33,815 - $36,728	-497 Reduced 0.39%	125,416 $9.22 Million

Q3 2023 Nov 13, 2023	BUY	$69.63 - $72.91 $8.77 Million - $9.18 Million	125,913 New	125,913 $8.79 Million

Others Institutions Holding BND

# of Institutions

1,875

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

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About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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Sugarloaf Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History