Congress Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Congress Wealth Management LLC holds 41,166 shares of BND stock, worth $2.99 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
41,166
Previous 31,389 31.15%
Holding current value
$2.99 Million
Previous $2.26 Million 36.71%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$71.45 - $75.64 $698,566 - $739,532
9,777 Added 31.15%
41,166 $3.09 Million
Q2 2024

Aug 13, 2024
SELL
$70.55 - $72.66 $70,761 - $72,877
-1,003 Reduced 3.1%
31,389 $2.26 Million
Q1 2024

Apr 18, 2024
BUY
$71.76 - $73.66 $43,271 - $44,416
603 Added 1.9%
32,392 $2.35 Million
Q4 2023

Feb 09, 2024
BUY
$68.04 - $73.9 $114,783 - $124,669
1,687 Added 5.6%
31,789 $2.34 Million
Q3 2023

Oct 30, 2023
BUY
$69.63 - $72.91 $2.1 Million - $2.19 Million
30,102 New
30,102 $2.1 Million
Q1 2023

Apr 14, 2023
SELL
$71.33 - $74.57 $3,780 - $3,952
-53 Reduced 0.96%
5,483 $404,000
Q4 2022

Feb 02, 2023
SELL
$69.38 - $73.88 $100,323 - $106,830
-1,446 Reduced 20.71%
5,536 $397,000
Q3 2022

Nov 08, 2022
BUY
$70.77 - $77.08 $9,483 - $10,328
134 Added 1.96%
6,982 $497,000
Q2 2022

Aug 11, 2022
SELL
$73.3 - $79.23 $4,178 - $4,516
-57 Reduced 0.83%
6,848 $516,000
Q1 2022

May 16, 2022
SELL
$78.72 - $84.18 $12,437 - $13,300
-158 Reduced 2.24%
6,905 $549,000
Q4 2021

Feb 04, 2022
BUY
$84.47 - $85.89 $596,611 - $606,641
7,063 New
7,063 $599,000

Others Institutions Holding BND

# of Institutions
1,564
Shares Held
949M
Call Options Held
379K
Put Options Held
101K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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