Geometric Wealth Advisors Vanguard Scottsdale Fds Vangua Transaction History
Geometric Wealth Advisors
- $688 Million
- Q3 2025
A detailed history of Geometric Wealth Advisors transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Geometric Wealth Advisors holds 15,868 shares of BNDW stock, worth $1.1 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,868
Previous 13,108
21.06%
Holding current value
$1.1 Million
Previous $908,000
21.7%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding BNDW
# of Institutions
112Shares Held
5.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.67MShares$186 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH334KShares$23.3 Million10.37% of portfolio
-
Betterment LLC New York, NY334KShares$23.3 Million0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO324KShares$22.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC273KShares$19 Million0.0% of portfolio