Certus Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Certus Wealth Management, LLC

$141 Million
Q1 2025

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Certus Wealth Management, LLC holds 129,247 shares of BND stock, worth $9.42 Million. This represents 6.74% of its overall portfolio holdings.

Number of Shares

129,247

Previous 139,214 7.16%

Holding current value

$9.42 Million

Previous $10 Million 5.16%

% of portfolio

6.74%

Previous 6.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$71.17 - $73.66 $709,351 - $734,169	-9,967 Reduced 7.16%	129,247 $9.49 Million
Q4 2024 Feb 11, 2025	SELL	$71.75 - $75.11 $1.86 Million - $1.94 Million	-25,891 Reduced 15.68%	139,214 $10 Million
Q3 2024 Nov 12, 2024	BUY	$71.45 - $75.64 $3.29 Million - $3.48 Million	46,049 Added 38.68%	165,105 $12.4 Million
Q2 2024 Aug 02, 2024	SELL	$70.55 - $72.66 $1.01 Million - $1.04 Million	-14,323 Reduced 10.74%	119,056 $8.58 Million
Q1 2024 May 06, 2024	BUY	$71.76 - $73.66 $1.12 Million - $1.15 Million	15,620 Added 13.26%	133,379 $9.69 Million
Q4 2023 Feb 09, 2024	SELL	$68.04 - $73.9 $1.32 Million - $1.43 Million	-19,392 Reduced 14.14%	117,759 $8.66 Million
Q3 2023 Nov 02, 2023	BUY	$69.63 - $72.91 $956,437 - $1 Million	13,736 Added 11.13%	137,151 $9.57 Million
Q2 2023 Aug 10, 2023	BUY	$72.23 - $74.46 $8.91 Million - $9.19 Million	123,415 New	123,415 $8.97 Billion

Others Institutions Holding BND

# of Institutions

1,777

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.2K

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About VANGUARD BD INDEX FD INC TOTAL

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Certus Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History