Williams Jones Wealth Management, Llc. Vanguard Bd Index Fd Inc Total Transaction History

Williams Jones Wealth Management, Llc.

$8.55 Billion
Q3 2025

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 4,533 shares of BND stock, worth $336,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,533

Previous 8,261 45.13%

Holding current value

$336,167

Previous $608,000 44.57%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$72.57 - $74.72 $270,540 - $278,556	-3,728 Reduced 45.13%	4,533 $337,000
Q2 2025 Aug 14, 2025	BUY	$72.02 - $73.82 $62,657 - $64,223	870 Added 11.77%	8,261 $608,000
Q1 2025 May 15, 2025	BUY	$71.17 - $73.66 $108,107 - $111,889	1,519 Added 25.87%	7,391 $542,000
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

# of Institutions

1,899

Shares Held

1.17B

Call Options Held

93.5K

Put Options Held

20.2K

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About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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Williams Jones Wealth Management, Llc. Vanguard Bd Index Fd Inc Total Transaction History