Laidlaw Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$69.63 - $72.91 $394,453 - $413,035	-5,665 Reduced 24.02%	17,923 $1.25 Million
Q2 2023 Aug 11, 2023	SELL	$72.23 - $74.46 $285,091 - $293,893	-3,947 Reduced 14.33%	23,588 $1.71 Million
Q1 2023 May 12, 2023	SELL	$71.33 - $74.57 $357,149 - $373,371	-5,007 Reduced 15.39%	27,535 $2.03 Million
Q4 2022 Feb 14, 2023	SELL	$69.38 - $73.88 $106,012 - $112,888	-1,528 Reduced 4.48%	32,542 $2.34 Million
Q3 2022 Nov 14, 2022	SELL	$70.77 - $77.08 $109,764 - $119,551	-1,551 Reduced 4.35%	34,070 $2.43 Million
Q2 2022 Aug 12, 2022	SELL	$73.3 - $79.23 $668,862 - $722,973	-9,125 Reduced 20.39%	35,621 $2.68 Million
Q1 2022 May 12, 2022	SELL	$78.72 - $84.18 $126,188 - $134,940	-1,603 Reduced 3.46%	44,746 $3.56 Million
Q4 2021 Feb 14, 2022	BUY	$84.47 - $85.89 $3.92 Million - $3.98 Million	46,349 New	46,349 $3.93 Million
Q1 2021 May 17, 2021	SELL	$84.36 - $88.07 $2.6 Million - $2.72 Million	-30,872 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$87.44 - $88.49 $2.44 Million - $2.46 Million	27,852 Added 922.25%	30,872 $2.72 Million
Q3 2020 Nov 16, 2020	BUY	$88.13 - $89.48 $266,152 - $270,229	3,020 New	3,020 $266,000

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.05 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.