Trellis Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 116,007 shares of BND stock, worth $8.34 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
116,007
Previous 93,761 23.73%
Holding current value
$8.34 Million
Previous $6.76 Billion 28.98%
% of portfolio
4.36%
Previous 3.71%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$71.45 - $75.64 $1.59 Million - $1.68 Million
22,246 Added 23.73%
116,007 $8.71 Billion
Q2 2024

Jul 30, 2024
BUY
$70.55 - $72.66 $234,155 - $241,158
3,319 Added 3.67%
93,761 $6.76 Billion
Q1 2024

Apr 19, 2024
BUY
$71.76 - $73.66 $506,625 - $520,039
7,060 Added 8.47%
90,442 $6.57 Billion
Q4 2023

Jan 19, 2024
BUY
$68.04 - $73.9 $3.37 Million - $3.66 Million
49,528 Added 146.3%
83,382 $6.13 Billion
Q3 2023

Oct 23, 2023
BUY
$69.63 - $72.91 $1.23 Million - $1.29 Million
17,735 Added 110.03%
33,854 $2.36 Billion
Q2 2023

Aug 10, 2023
BUY
$72.23 - $74.46 $1.16 Million - $1.2 Million
16,119 New
16,119 $1.17 Billion
Q1 2023

Aug 10, 2023
BUY
$71.33 - $74.57 $218,483 - $228,407
3,063 Added 24.63%
15,499 $1.14 Billion
Q4 2022

Aug 10, 2023
SELL
$69.38 - $73.88 $255,526 - $272,100
-3,683 Reduced 22.85%
12,436 $893 Million

Others Institutions Holding BND

# of Institutions
1,568
Shares Held
949M
Call Options Held
379K
Put Options Held
101K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

BND Quotes by TradingView
  • Ticker BND
  • Sector ETFs
  • Industry ETFs
More about BND
Track This Portfolio

Track Trellis Wealth Advisors LLC Portfolio

Follow Trellis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trellis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trellis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email