Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Total Transaction History

Wescott Financial Advisory Group, LLC

$995 Million
Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,466 shares of BND stock, worth $257,038. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,466

Holding current value

$257,038

% of portfolio

0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$72.57 - $74.72 $251,527 - $258,979	3,466 New	3,466 $257,000
Q1 2023 May 10, 2023	SELL	$71.33 - $74.57 $6,919 - $7,233	-97 Reduced 2.72%	3,465 $255,000
Q4 2022 Feb 06, 2023	SELL	$69.38 - $73.88 $45,027 - $47,948	-649 Reduced 15.41%	3,562 $255,000
Q3 2022 Nov 14, 2022	BUY	$70.77 - $77.08 $8,563 - $9,326	121 Added 2.96%	4,211 $300,000
Q2 2022 Jul 28, 2022	BUY	$73.3 - $79.23 $3,078 - $3,327	42 Added 1.04%	4,090 $308,000

Q3 2021 Oct 29, 2021	BUY	$85.45 - $86.85 $345,901 - $351,568	4,048 New	4,048 $346,000

Others Institutions Holding BND

# of Institutions

1,876

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

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Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Total Transaction History