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

Certus Wealth Management, LLC

$142 Million
Q3 2024

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 165,105 shares of BND stock, worth $12 Million. This represents 8.74% of its overall portfolio holdings.

Number of Shares

165,105

Previous 119,056 38.68%

Holding current value

$12 Million

Previous $8.58 Million 44.58%

% of portfolio

8.74%

Previous 6.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

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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