Archvest Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Archvest Wealth Advisors, Inc.

$137 Million
Q4 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 11,945 shares of BND stock, worth $866,370. This represents 0.63% of its overall portfolio holdings.

Number of Shares

11,945

Previous 24,514 51.27%

Holding current value

$866,370

Previous $1.84 Million 53.39%

% of portfolio

0.63%

Previous 1.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$71.75 - $75.11 $901,825 - $944,057	-12,569 Reduced 51.27%	11,945 $858,000
Q3 2024 Nov 04, 2024	BUY	$71.45 - $75.64 $716,286 - $758,291	10,025 Added 69.19%	24,514 $1.84 Million
Q2 2024 Aug 12, 2024	BUY	$70.55 - $72.66 $229,781 - $236,653	3,257 Added 29.0%	14,489 $1.04 Million
Q1 2024 Apr 29, 2024	BUY	$71.76 - $73.66 $14,280 - $14,658	199 Added 1.8%	11,232 $815,000
Q4 2023 Jan 16, 2024	BUY	$68.04 - $73.9 $18,574 - $20,174	273 Added 2.54%	11,033 $811,000
Q3 2023 Nov 07, 2023	BUY	$69.63 - $72.91 $88,081 - $92,231	1,265 Added 13.32%	10,760 $750,000
Q2 2023 Jul 17, 2023	BUY	$72.23 - $74.46 $2,816 - $2,903	39 Added 0.41%	9,495 $690,000
Q1 2023 May 02, 2023	BUY	$71.33 - $74.57 $40,800 - $42,654	572 Added 6.44%	9,456 $698,000
Q4 2022 Feb 03, 2023	BUY	$69.38 - $73.88 $215,910 - $229,914	3,112 Added 53.92%	8,884 $638,000
Q3 2022 Nov 09, 2022	SELL	$70.77 - $77.08 $258,664 - $281,727	-3,655 Reduced 38.77%	5,772 $412,000
Q2 2022 Jul 26, 2022	BUY	$73.3 - $79.23 $273,189 - $295,290	3,727 Added 65.39%	9,427 $710,000
Q1 2022 May 03, 2022	BUY	$78.72 - $84.18 $11,886 - $12,711	151 Added 2.72%	5,700 $453,000
Q4 2021 Feb 14, 2022	BUY	$84.47 - $85.89 $468,724 - $476,603	5,549 New	5,549 $470,000

Others Institutions Holding BND

# of Institutions

1,698

Shares Held

1.11B

Call Options Held

55.5K

Put Options Held

20.1K

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About VANGUARD BD INDEX FD INC TOTAL

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Archvest Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Total Transaction History