Clarity Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Clarity Wealth Advisors, LLC

$341 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 25, 2022	SELL	$84.47 - $85.89 $9.6 Million - $9.76 Million	-113,649 Closed	0 $0
Q3 2021 Oct 20, 2021	SELL	$85.45 - $86.85 $166,627 - $169,357	-1,950 Reduced 1.69%	113,649 $9.71 Million
Q2 2021 Aug 12, 2021	SELL	$84.67 - $85.92 $177,298 - $179,916	-2,094 Reduced 1.78%	115,599 $9.93 Million
Q1 2021 Apr 28, 2021	SELL	$84.36 - $88.07 $84,022 - $87,717	-996 Reduced 0.84%	117,693 $9.97 Million
Q4 2020 Feb 04, 2021	BUY	$87.44 - $88.49 $590,832 - $597,926	6,757 Added 6.04%	118,689 $10.5 Million
Q3 2020 Oct 13, 2020	BUY	$88.13 - $89.48 $2.26 Million - $2.29 Million	25,623 Added 29.69%	111,932 $9.87 Million
Q2 2020 Aug 04, 2020	BUY	$85.6 - $88.34 $7.39 Million - $7.62 Million	86,309 New	86,309 $7.62 Million

Others Institutions Holding BND

# of Institutions

1,564

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.05 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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