Taylor & Morgan Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Taylor & Morgan Wealth Management, LLC

$138 Million
Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 9,772 shares of BND stock, worth $716,580. This represents 0.51% of its overall portfolio holdings.

Number of Shares

9,772

Previous 9,835 0.64%

Holding current value

$716,580

Previous $738,000 4.88%

% of portfolio

0.51%

Previous 0.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$71.75 - $75.11 $4,520 - $4,731	-63 Reduced 0.64%	9,772 $702,000
Q3 2024 Oct 24, 2024	BUY	$71.45 - $75.64 $23,078 - $24,431	323 Added 3.4%	9,835 $738,000
Q2 2024 Jul 16, 2024	SELL	$70.55 - $72.66 $2,398 - $2,470	-34 Reduced 0.36%	9,512 $685,000
Q1 2024 Apr 15, 2024	SELL	$71.76 - $73.66 $16,074 - $16,499	-224 Reduced 2.29%	9,546 $693,000
Q4 2023 Jan 10, 2024	BUY	$68.04 - $73.9 $5,511 - $5,985	81 Added 0.84%	9,770 $718,000
Q3 2023 Oct 05, 2023	BUY	$69.63 - $72.91 $3,411 - $3,572	49 Added 0.51%	9,689 $676,000
Q2 2023 Jul 13, 2023	BUY	$72.23 - $74.46 $4,261 - $4,393	59 Added 0.62%	9,640 $700,000
Q1 2023 Apr 06, 2023	BUY	$71.33 - $74.57 $4,993 - $5,219	70 Added 0.74%	9,581 $707,000
Q4 2022 Jan 17, 2023	BUY	$69.38 - $73.88 $4,995 - $5,319	72 Added 0.76%	9,511 $0
Q3 2022 Oct 12, 2022	SELL	$70.77 - $77.08 $68,434 - $74,536	-967 Reduced 9.29%	9,439 $673,000
Q2 2022 Jul 08, 2022	BUY	$73.3 - $79.23 $24,262 - $26,225	331 Added 3.29%	10,406 $783,000
Q1 2022 Apr 18, 2022	SELL	$78.72 - $84.18 $114,852 - $122,818	-1,459 Reduced 12.65%	10,075 $801,000
Q4 2021 Jan 21, 2022	BUY	$84.47 - $85.89 $974,276 - $990,655	11,534 New	11,534 $978,000

Others Institutions Holding BND

# of Institutions

1,720

Shares Held

1.13B

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 Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Account

Taylor & Morgan Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History