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

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 7,768 shares of BND stock, worth $563,879. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,768

Previous 8,451 8.08%

Holding current value

$563,879

Previous $608,000 4.11%

% of portfolio

0.01%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$71.45 - $75.64 $48,800 - $51,662	-683 Reduced 8.08%	7,768 $583,000
Q2 2024 Aug 09, 2024	BUY	$70.55 - $72.66 $45,998 - $47,374	652 Added 8.36%	8,451 $608,000
Q1 2024 Apr 19, 2024	SELL	$71.76 - $73.66 $146,175 - $150,045	-2,037 Reduced 20.71%	7,799 $566,000
Q4 2023 Jan 11, 2024	BUY	$68.04 - $73.9 $424,841 - $461,431	6,244 Added 173.83%	9,836 $723,000
Q3 2023 Oct 25, 2023	SELL	$69.63 - $72.91 $47,209 - $49,432	-678 Reduced 15.88%	3,592 $250,000
Q2 2023 Aug 08, 2023	SELL	$72.23 - $74.46 $11,990 - $12,360	-166 Reduced 3.74%	4,270 $310,000
Q1 2023 Apr 26, 2023	SELL	$71.33 - $74.57 $42,940 - $44,891	-602 Reduced 11.95%	4,436 $327,000
Q4 2022 Feb 02, 2023	BUY	$69.38 - $73.88 $2,983 - $3,176	43 Added 0.86%	5,038 $361,000
Q3 2022 Oct 13, 2022	SELL	$70.77 - $77.08 $51,379 - $55,960	-726 Reduced 12.69%	4,995 $356,000
Q2 2022 Jul 22, 2022	BUY	$73.3 - $79.23 $419,349 - $453,274	5,721 New	5,721 $430,000
Q3 2021 Oct 14, 2021	SELL	$85.45 - $86.85 $212,428 - $215,909	-2,486 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$84.67 - $85.92 $210,489 - $213,597	2,486 New	2,486 $214,000
Q1 2021 Apr 23, 2021	SELL	$84.36 - $88.07 $374,305 - $390,766	-4,437 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$87.44 - $88.49 $387,971 - $392,630	4,437 New	4,437 $391,000
Q2 2020 Jul 15, 2020	SELL	$85.6 - $88.34 $709,281 - $731,985	-8,286 Closed	0 $0
Q1 2020 Apr 10, 2020	SELL	$80.33 - $87.96 $53,339 - $58,405	-664 Reduced 7.42%	8,286 $707,000
Q4 2019 Jan 13, 2020	BUY	$83.39 - $84.94 $55,370 - $56,400	664 Added 8.01%	8,950 $751,000
Q3 2019 Oct 29, 2019	SELL	$83.3 - $84.54 $634,162 - $643,603	-7,613 Reduced 47.88%	8,286 $700,000
Q2 2019 Jul 10, 2019	BUY	N/A	1,312 Added 8.99%	15,899 $1.32 Million
Q1 2019 Apr 10, 2019	BUY	N/A	14,587 New	14,587 $1.18 Million

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

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