Accel Wealth Management Vanguard Bd Index Fd Inc Total Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	SELL	$71.33 - $74.57 $24,608 - $25,726	-345 Reduced 33.66%	680 $50,000
Q4 2022 Jan 26, 2023	SELL	$69.38 - $73.88 $555 - $591	-8 Reduced 0.77%	1,025 $0
Q3 2022 Oct 12, 2022	BUY	$70.77 - $77.08 $70 - $77	1 Added 0.1%	1,033 $74,000
Q2 2022 Aug 03, 2022	BUY	$73.3 - $79.23 $24,922 - $26,938	340 Added 49.13%	1,032 $78,000
Q1 2022 Apr 29, 2022	BUY	$78.72 - $84.18 $5,825 - $6,229	74 Added 11.97%	692 $55,000
Q4 2021 Jan 18, 2022	BUY	$84.47 - $85.89 $39,363 - $40,024	466 Added 306.58%	618 $52,000
Q3 2021 Nov 04, 2021	SELL	$85.45 - $86.85 $4,016 - $4,081	-47 Reduced 23.62%	152 $13,000
Q2 2021 Aug 03, 2021	SELL	$84.67 - $85.92 $20,744 - $21,050	-245 Reduced 55.18%	199 $17,000
Q1 2021 May 10, 2021	BUY	$84.36 - $88.07 $5,314 - $5,548	63 Added 16.54%	444 $38,000
Q4 2020 Jan 27, 2021	BUY	$87.44 - $88.49 $33,314 - $33,714	381 New	381 $34,000

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$7.97 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.2 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.59 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.4 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.57 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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