Balboa Wealth Partners Vanguard Bd Index Fd Inc Total Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

A detailed history of Balboa Wealth Partners transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Balboa Wealth Partners holds 9,026 shares of BND stock, worth $655,197. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,026

Previous 9,662 6.58%

Holding current value

$655,197

Previous $696,000 2.73%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$71.45 - $75.64 $45,442 - $48,107	-636 Reduced 6.58%	9,026 $677,000
Q2 2024 Aug 13, 2024	BUY	$70.55 - $72.66 $18,201 - $18,746	258 Added 2.74%	9,662 $696,000
Q1 2024 May 13, 2024	SELL	$71.76 - $73.66 $25,474 - $26,149	-355 Reduced 3.64%	9,404 $683,000
Q4 2023 Feb 09, 2024	SELL	$68.04 - $73.9 $49,873 - $54,168	-733 Reduced 6.99%	9,759 $717,000
Q3 2023 Oct 23, 2023	BUY	$69.63 - $72.91 $145,039 - $151,871	2,083 Added 24.77%	10,492 $732,000
Q2 2023 Aug 08, 2023	BUY	$72.23 - $74.46 $99,388 - $102,456	1,376 Added 19.56%	8,409 $611,000
Q1 2023 May 11, 2023	BUY	$71.33 - $74.57 $12,268 - $12,826	172 Added 2.51%	7,033 $519,000
Q4 2022 Feb 14, 2023	BUY	$69.38 - $73.88 $32,122 - $34,206	463 Added 7.24%	6,861 $492,000
Q3 2022 Jan 04, 2023	BUY	$70.77 - $77.08 $452,786 - $493,157	6,398 New	6,398 $456,000

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

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Balboa Wealth Partners Vanguard Bd Index Fd Inc Total Transaction History