Lifeworks Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Lifeworks Advisors, LLC

$584 Million
Q1 2025

A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 9,051 shares of BND stock, worth $662,442. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,051

Previous 11,538 21.55%

Holding current value

$662,442

Previous $829,000 19.9%

% of portfolio

0.11%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$71.17 - $73.66 $176,999 - $183,192	-2,487 Reduced 21.55%	9,051 $664,000
Q4 2024 Feb 07, 2025	BUY	$71.75 - $75.11 $38,960 - $40,784	543 Added 4.94%	11,538 $829,000
Q3 2024 Nov 06, 2024	SELL	$71.45 - $75.64 $11,789 - $12,480	-165 Reduced 1.48%	10,995 $825,000
Q2 2024 Aug 13, 2024	SELL	$70.55 - $72.66 $745,784 - $768,088	-10,571 Reduced 48.64%	11,160 $804,000
Q1 2024 May 10, 2024	BUY	$71.76 - $73.66 $448,356 - $460,227	6,248 Added 40.35%	21,731 $1.58 Million
Q4 2023 Feb 12, 2024	BUY	$68.04 - $73.9 $296,586 - $322,130	4,359 Added 39.19%	15,483 $1.14 Million
Q3 2023 Nov 01, 2023	BUY	$69.63 - $72.91 $774,564 - $811,050	11,124 New	11,124 $776,000

Others Institutions Holding BND

# of Institutions

1,799

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.2K

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About VANGUARD BD INDEX FD INC TOTAL

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Lifeworks Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History