Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,585 shares of BND stock, worth $547,712. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,585

Previous 13,350 43.18%

Holding current value

$547,712

Previous $962 Million 40.78%

% of portfolio

0.04%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$71.45 - $75.64 $411,909 - $436,064	-5,765 Reduced 43.18%	7,585 $570 Million
Q2 2024 Jul 09, 2024	BUY	$70.55 - $72.66 $3,033 - $3,124	43 Added 0.32%	13,350 $962 Million
Q1 2024 Apr 15, 2024	SELL	$71.76 - $73.66 $153,566 - $157,632	-2,140 Reduced 13.85%	13,307 $967 Million
Q4 2023 Jan 16, 2024	BUY	$68.04 - $73.9 $1.05 Million - $1.14 Million	15,447 New	15,447 $1.14 Billion
Q2 2023 Aug 09, 2023	BUY	$72.23 - $74.46 $405,788 - $418,316	5,618 New	5,618 $408 Million

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

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About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History