Dynamic Wealth Strategies, LLC Vanguard Bd Index Fd Inc Total Transaction History

Dynamic Wealth Strategies, LLC

$112 Million
Q4 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 120,522 shares of BND stock, worth $8.73 Million. This represents 7.73% of its overall portfolio holdings.

Number of Shares

120,522

Previous 112,933 6.72%

Holding current value

$8.73 Million

Previous $8.48 Million 2.17%

% of portfolio

7.73%

Previous 6.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$71.75 - $75.11 $544,510 - $570,009	7,589 Added 6.72%	120,522 $8.67 Million
Q3 2024 Nov 13, 2024	BUY	$71.45 - $75.64 $146,758 - $155,364	2,054 Added 1.85%	112,933 $8.48 Million
Q2 2024 Aug 15, 2024	SELL	$70.55 - $72.66 $3,104 - $3,197	-44 Reduced 0.04%	110,879 $7.99 Million
Q1 2024 May 15, 2024	BUY	$71.76 - $73.66 $79,940 - $82,057	1,114 Added 1.01%	110,923 $8.06 Million
Q4 2023 Feb 13, 2024	BUY	$68.04 - $73.9 $7.47 Million - $8.11 Million	109,809 New	109,809 $8.08 Billion

Others Institutions Holding BND

# of Institutions

1,718

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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Dynamic Wealth Strategies, LLC Vanguard Bd Index Fd Inc Total Transaction History