A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 5,872 shares of BND stock, worth $429,478. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,872
Previous 5,914 0.71%
Holding current value
$429,478
Previous $444,000 4.95%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$71.75 - $75.11 $3,013 - $3,154
-42 Reduced 0.71%
5,872 $422,000
Q3 2024

Nov 14, 2024

BUY
$71.45 - $75.64 $422,555 - $447,334
5,914 New
5,914 $444,000
Q4 2023

Feb 14, 2024

BUY
$68.04 - $73.9 $79,947 - $86,832
1,175 Added 26.18%
5,664 $416,000
Q3 2023

Nov 14, 2023

BUY
$69.63 - $72.91 $312,569 - $327,292
4,489 New
4,489 $313,000

Others Institutions Holding BND

About VANGUARD BD INDEX FD INC TOTAL


  • Ticker BND
  • Sector ETFs
  • Industry ETFs
More about BND
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.