Bordeaux Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History

Bordeaux Wealth Advisors LLC

$619 Million
Q4 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 53,625 shares of BND stock, worth $3.88 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

53,625

Previous 61,287 12.5%

Holding current value

$3.88 Million

Previous $4.41 Million 12.5%

% of portfolio

0.62%

Previous 0.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$71.75 - $75.11 $549,748 - $575,492	-7,662 Reduced 12.5%	53,625 $3.86 Million
Q3 2024 Nov 04, 2024	BUY	$71.45 - $75.64 $699,352 - $740,364	9,788 Added 19.01%	61,287 $4.6 Million
Q2 2024 Aug 02, 2024	BUY	$70.55 - $72.66 $3.63 Million - $3.74 Million	51,499 New	51,499 $3.71 Million
Q4 2022 Feb 13, 2023	BUY	$69.38 - $73.88 $686,584 - $731,116	9,896 New	9,896 $710,000
Q4 2021 Jan 27, 2022	SELL	$84.47 - $85.89 $292,604 - $297,522	-3,464 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$85.45 - $86.85 $4,614 - $4,689	54 Added 1.58%	3,464 $296,000
Q2 2021 Jul 30, 2021	SELL	$84.67 - $85.92 $3,386 - $3,436	-40 Reduced 1.16%	3,410 $293,000
Q1 2021 Apr 26, 2021	SELL	$84.36 - $88.07 $171,925 - $179,486	-2,038 Reduced 37.14%	3,450 $292,000
Q4 2020 Feb 04, 2021	BUY	$87.44 - $88.49 $479,870 - $485,633	5,488 New	5,488 $484,000

Others Institutions Holding BND

# of Institutions

1,603

Shares Held

953M

Call Options Held

379K

Put Options Held

101K

View Full List

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Bordeaux Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History