Geometric Wealth Advisors Vanguard Scottsdale Fds Vangua Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 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 13,108 shares of BNDW stock, worth $919,001. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,108
Previous 8,822
48.58%
Holding current value
$919,001
Previous $607,000
49.59%
% of portfolio
0.15%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding BNDW
# of Institutions
111Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.61MShares$183 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO332KShares$23.3 Million0.05% of portfolio
-
Aurelius Family Office LLC Bedford, NH323KShares$22.6 Million10.58% of portfolio
-
Betterment LLC New York, NY310KShares$21.7 Million0.05% of portfolio
-
Envestnet Asset Management Inc280KShares$19.7 Million0.01% of portfolio