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

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 17,823 shares of BND stock, worth $1.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,823

Previous 10,441 70.7%

Holding current value

$1.31 Million

Previous $784,000 63.39%

% of portfolio

0.09%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$71.75 - $75.11 $529,658 - $554,462	7,382 Added 70.7%	17,823 $1.28 Million
Q3 2024 Nov 13, 2024	SELL	$71.45 - $75.64 $62,590 - $66,260	-876 Reduced 7.74%	10,441 $784,000
Q2 2024 Aug 12, 2024	SELL	$70.55 - $72.66 $54,817 - $56,456	-777 Reduced 6.42%	11,317 $815,000
Q1 2024 May 13, 2024	SELL	$71.76 - $73.66 $173,372 - $177,962	-2,416 Reduced 16.65%	12,094 $878,000
Q4 2023 Feb 08, 2024	BUY	$68.04 - $73.9 $143,496 - $155,855	2,109 Added 17.01%	14,510 $1.07 Million
Q3 2023 Nov 09, 2023	BUY	$69.63 - $72.91 $86,758 - $90,845	1,246 Added 11.17%	12,401 $865,000
Q2 2023 Aug 14, 2023	BUY	$72.23 - $74.46 $55,617 - $57,334	770 Added 7.41%	11,155 $811,000
Q1 2023 May 15, 2023	SELL	$71.33 - $74.57 $39,445 - $41,237	-553 Reduced 5.06%	10,385 $767,000
Q4 2022 Feb 14, 2023	BUY	$69.38 - $73.88 $25,115 - $26,744	362 Added 3.42%	10,938 $785,000
Q3 2022 Nov 14, 2022	BUY	$70.77 - $77.08 $475,079 - $517,438	6,713 Added 173.78%	10,576 $755,000
Q2 2022 Aug 23, 2022	BUY	$73.3 - $79.23 $283,157 - $306,065	3,863 New	3,863 $291,000

Others Institutions Holding BND

# of Institutions

1,724

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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Wcg Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History