Aj Wealth Strategies, LLC Vanguard Bd Index Fd Inc Total Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$70.77 - $77.08 $1.75 Million - $1.9 Million	24,679 New	24,679 $1.76 Million
Q2 2022 Aug 04, 2022	SELL	$73.3 - $79.23 $282,938 - $305,827	-3,860 Closed	0 $0
Q3 2021 Oct 20, 2021	SELL	$85.45 - $86.85 $20,337 - $20,670	-238 Reduced 5.81%	3,860 $330,000
Q2 2021 Aug 16, 2021	SELL	$84.67 - $85.92 $1,608 - $1,632	-19 Reduced 0.46%	4,098 $352,000
Q1 2021 May 06, 2021	SELL	$84.36 - $88.07 $11,219 - $11,713	-133 Reduced 3.13%	4,117 $349,000
Q4 2020 Feb 16, 2021	SELL	$87.44 - $88.49 $22,122 - $22,387	-253 Reduced 5.62%	4,250 $375,000
Q3 2020 Nov 16, 2020	BUY	$88.13 - $89.48 $396,849 - $402,928	4,503 New	4,503 $397,000
Q4 2018 Feb 14, 2019	SELL	N/A	-13,388 Closed	0 $0
Q1 2018 Jul 19, 2018	SELL	N/A	-1,242 Reduced 8.49%	13,388 $1.07 Million
Q4 2017 Jul 19, 2018	BUY	N/A	14,630	14,630 $1.19 Million

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.05 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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