Balboa Wealth Partners Vanguard Bd Index Fd Inc Total Transaction History

Balboa Wealth Partners

$369 Million
Q2 2024

A detailed history of Balboa Wealth Partners transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Balboa Wealth Partners holds 9,662 shares of BND stock, worth $727,355. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,662

Previous 9,404 2.74%

Holding current value

$727,355

Previous $683,000 1.9%

% of portfolio

0.19%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$70.55 - $72.66 $18,201 - $18,746	258 Added 2.74%	9,662 $696,000
Q1 2024 May 13, 2024	SELL	$71.76 - $73.66 $25,474 - $26,149	-355 Reduced 3.64%	9,404 $683,000
Q4 2023 Feb 09, 2024	SELL	$68.04 - $73.9 $49,873 - $54,168	-733 Reduced 6.99%	9,759 $717,000
Q3 2023 Oct 23, 2023	BUY	$69.63 - $72.91 $145,039 - $151,871	2,083 Added 24.77%	10,492 $732,000
Q2 2023 Aug 08, 2023	BUY	$72.23 - $74.46 $99,388 - $102,456	1,376 Added 19.56%	8,409 $611,000
Q1 2023 May 11, 2023	BUY	$71.33 - $74.57 $12,268 - $12,826	172 Added 2.51%	7,033 $519,000
Q4 2022 Feb 14, 2023	BUY	$69.38 - $73.88 $32,122 - $34,206	463 Added 7.24%	6,861 $492,000
Q3 2022 Jan 04, 2023	BUY	$70.77 - $77.08 $452,786 - $493,157	6,398 New	6,398 $456,000

Others Institutions Holding BND

# of Institutions

1,526

Shares Held

889M

Call Options Held

155K

Put Options Held

21.9K

View Full List

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

More about BND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Account

Balboa Wealth Partners Vanguard Bd Index Fd Inc Total Transaction History