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

Dynamic Wealth Strategies, LLC

$119 Million
Q1 2025

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 121,434 shares of BND stock, worth $8.84 Million. This represents 7.47% of its overall portfolio holdings.

Number of Shares

121,434

Previous 120,522 0.76%

Holding current value

$8.84 Million

Previous $8.67 Million 2.92%

% of portfolio

7.47%

Previous 7.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$71.17 - $73.66 $64,907 - $67,177	912 Added 0.76%	121,434 $8.92 Million
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

1,776

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

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