National Wealth Management Group, LLC Vanguard Bd Index Fd Inc Total Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, National Wealth Management Group, LLC holds 29,728 shares of BND stock, worth $2.14 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

29,728

Previous 30,712 3.2%

Holding current value

$2.14 Million

Previous $2.21 Billion 0.91%

% of portfolio

1.51%

Previous 1.69%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$71.45 - $75.64 $70,306 - $74,429	-984 Reduced 3.2%	29,728 $2.23 Billion
Q2 2024 Aug 09, 2024	SELL	$70.55 - $72.66 $662,605 - $682,422	-9,392 Reduced 23.42%	30,712 $2.21 Billion
Q1 2024 May 17, 2024	SELL	$71.76 - $73.66 $206,381 - $211,846	-2,876 Reduced 6.69%	40,104 $2.91 Billion
Q4 2023 Feb 01, 2024	SELL	$68.04 - $73.9 $54,159 - $58,824	-796 Reduced 1.82%	42,980 $3.16 Billion
Q3 2023 Nov 13, 2023	SELL	$69.63 - $72.91 $111,129 - $116,364	-1,596 Reduced 3.52%	43,776 $3.05 Billion
Q2 2023 Aug 09, 2023	SELL	$72.23 - $74.46 $1.11 Million - $1.15 Million	-15,402 Reduced 25.34%	45,372 $3.26 Billion
Q1 2023 May 15, 2023	BUY	$71.33 - $74.57 $4.34 Million - $4.53 Million	60,774 New	60,774 $4.48 Billion
Q4 2022 Nov 17, 2023	SELL	$69.38 - $73.88 $1,942 - $2,068	-28 Reduced 0.06%	46,157 $3.32 Billion
Q3 2022 Nov 17, 2023	BUY	$70.77 - $77.08 $170,484 - $185,685	2,409 Added 5.5%	46,185 $3.29 Billion
Q2 2022 Nov 17, 2023	BUY	$73.3 - $79.23 $102,913 - $111,238	1,404 Added 4.21%	34,791 $2.62 Billion
Q1 2022 Nov 17, 2023	SELL	$78.72 - $84.18 $48,176 - $51,518	-612 Reduced 1.8%	33,387 $2.66 Billion
Q4 2021 Nov 17, 2023	SELL	$84.47 - $85.89 $825,863 - $839,746	-9,777 Reduced 22.33%	33,999 $2.88 Billion

Others Institutions Holding BND

# of Institutions

1,577

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

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National Wealth Management Group, LLC Vanguard Bd Index Fd Inc Total Transaction History