Wealth Effects LLC Vanguard Bd Index Fd Inc Total Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wealth Effects LLC holds 8,909 shares of BND stock, worth $653,207. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,909

Previous 9,741 8.54%

Holding current value

$653,207

Previous $731,000 12.45%

% of portfolio

0.25%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$71.75 - $75.11 $59,696 - $62,491	-832 Reduced 8.54%	8,909 $640,000
Q3 2024 Oct 21, 2024	BUY	$71.45 - $75.64 $227,925 - $241,291	3,190 Added 48.69%	9,741 $731,000
Q2 2024 Aug 02, 2024	BUY	$70.55 - $72.66 $57,921 - $59,653	821 Added 14.33%	6,551 $471,000
Q1 2024 Apr 22, 2024	BUY	$71.76 - $73.66 $35,736 - $36,682	498 Added 9.52%	5,730 $416,000
Q4 2023 Jan 29, 2024	BUY	$68.04 - $73.9 $47,083 - $51,138	692 Added 15.24%	5,232 $384,000
Q3 2023 Oct 16, 2023	BUY	$69.63 - $72.91 $108,413 - $113,520	1,557 Added 52.2%	4,540 $316,000
Q2 2023 Jul 18, 2023	BUY	$72.23 - $74.46 $215,462 - $222,114	2,983 New	2,983 $216,000

Others Institutions Holding BND

# of Institutions

1,730

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

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Wealth Effects LLC Vanguard Bd Index Fd Inc Total Transaction History