Kfa Private Wealth Group, LLC Vanguard Bd Index Fd Inc Total Transaction History

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$71.76 - $73.66 $112,160 - $115,130	1,563 Added 33.14%	6,279 $456,000
Q4 2023 Feb 02, 2024	BUY	$68.04 - $73.9 $6,055 - $6,577	89 Added 1.92%	4,716 $346,000
Q3 2023 Oct 25, 2023	BUY	$69.63 - $72.91 $94,348 - $98,793	1,355 Added 41.41%	4,627 $322,000
Q2 2023 Jul 18, 2023	BUY	$72.23 - $74.46 $1,733 - $1,787	24 Added 0.74%	3,272 $237,000
Q1 2023 May 05, 2023	BUY	$71.33 - $74.57 $1,355 - $1,416	19 Added 0.59%	3,248 $239,000
Q4 2022 Jan 31, 2023	BUY	$69.38 - $73.88 $224,028 - $238,558	3,229 New	3,229 $231,000
Q4 2021 Jan 26, 2022	SELL	$84.47 - $85.89 $281,031 - $285,756	-3,327 Closed	0 $0
Q3 2021 Oct 18, 2021	BUY	$85.45 - $86.85 $1,110 - $1,129	13 Added 0.39%	3,327 $284,000
Q2 2021 Jul 22, 2021	SELL	$84.67 - $85.92 $28,618 - $29,040	-338 Reduced 9.26%	3,314 $285,000
Q1 2021 May 06, 2021	SELL	$84.36 - $88.07 $16,281 - $16,997	-193 Reduced 5.02%	3,652 $309,000
Q4 2020 Mar 08, 2021	SELL	$87.44 - $88.49 $112,622 - $113,975	-1,288 Reduced 25.09%	3,845 $339,000
Q3 2020 Nov 04, 2020	BUY	$88.13 - $89.48 $37,278 - $37,850	423 Added 8.98%	5,133 $453,000
Q2 2020 Jul 28, 2020	SELL	$85.6 - $88.34 $31,843 - $32,862	-372 Reduced 7.32%	4,710 $416,000
Q1 2020 Apr 23, 2020	SELL	$80.33 - $87.96 $399,481 - $437,425	-4,973 Reduced 49.46%	5,082 $434,000
Q4 2019 Jan 28, 2020	BUY	$83.39 - $84.94 $838,486 - $854,071	10,055 New	10,055 $843,000

Others Institutions Holding BND

# of Institutions

1,577

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$7.98 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.21 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.6 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.41 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.58 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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