Litman Gregory Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 211,243 shares of BND stock, worth $15.5 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

211,243

Previous 305,446 30.84%

Holding current value

$15.5 Million

Previous $22.9 Million 33.79%

% of portfolio

1.32%

Previous 1.92%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$71.75 - $75.11 $6.76 Million - $7.08 Million	-94,203 Reduced 30.84%	211,243 $15.2 Million
Q3 2024 Oct 22, 2024	BUY	$71.45 - $75.64 $393,689 - $416,776	5,510 Added 1.84%	305,446 $22.9 Million
Q2 2024 Jul 30, 2024	BUY	$70.55 - $72.66 $231,615 - $238,542	3,283 Added 1.11%	299,936 $21.6 Million
Q1 2024 May 03, 2024	SELL	$71.76 - $73.66 $492,919 - $505,970	-6,869 Reduced 2.26%	296,653 $21.5 Million
Q4 2023 Jan 31, 2024	BUY	$68.04 - $73.9 $3.18 Million - $3.45 Million	46,746 Added 18.2%	303,522 $22.3 Million
Q3 2023 Oct 23, 2023	BUY	$69.63 - $72.91 $5.97 Million - $6.25 Million	85,759 Added 50.15%	256,776 $17.9 Million
Q2 2023 Aug 09, 2023	BUY	$72.23 - $74.46 $12.4 Million - $12.7 Million	171,017 New	171,017 $12.4 Million
Q4 2022 Jan 17, 2023	BUY	$69.38 - $73.88 $2.59 Million - $2.76 Million	37,323 Added 32.21%	153,202 $0
Q3 2022 Oct 13, 2022	SELL	$70.77 - $77.08 $15.3 Million - $16.7 Million	-216,624 Reduced 65.15%	115,879 $8.27 Million
Q2 2022 Jul 21, 2022	BUY	$73.3 - $79.23 $14.4 Million - $15.5 Million	195,846 Added 143.31%	332,503 $25 Million
Q1 2022 May 04, 2022	BUY	$78.72 - $84.18 $4.13 Million - $4.42 Million	52,462 Added 62.31%	136,657 $10.9 Million
Q4 2021 Feb 10, 2022	SELL	$84.47 - $85.89 $2.17 Million - $2.21 Million	-25,702 Reduced 23.39%	84,195 $7.14 Million
Q3 2021 Nov 03, 2021	BUY	$85.45 - $86.85 $8.73 Million - $8.88 Million	102,200 Added 1327.79%	109,897 $9.39 Million
Q2 2021 Jul 27, 2021	SELL	$84.67 - $85.92 $7.27 Million - $7.38 Million	-85,852 Reduced 91.77%	7,697 $7.7 Million
Q1 2021 May 10, 2021	SELL	$84.36 - $88.07 $478,574 - $499,621	-5,673 Reduced 5.72%	93,549 $7.93 Million
Q4 2020 Feb 05, 2021	SELL	$87.44 - $88.49 $2.53 Million - $2.56 Million	-28,950 Reduced 22.59%	99,222 $8.75 Million
Q3 2020 Nov 03, 2020	BUY	$88.13 - $89.48 $3,965 - $4,026	45 Added 0.04%	128,172 $11.3 Million
Q2 2020 Jul 31, 2020	BUY	$85.6 - $88.34 $817,223 - $843,381	9,547 Added 8.05%	128,127 $11.3 Million
Q1 2020 Apr 28, 2020	BUY	$80.33 - $87.96 $894,233 - $979,170	11,132 Added 10.36%	118,580 $10.1 Million
Q4 2019 Jan 30, 2020	BUY	$83.39 - $84.94 $1.33 Million - $1.36 Million	15,996 Added 17.49%	107,448 $9.01 Million
Q3 2019 Nov 06, 2019	BUY	$83.3 - $84.54 $6.44 Million - $6.53 Million	77,285 Added 545.53%	91,452 $7.72 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-2,441 Reduced 14.7%	14,167 $1.18 Million
Q1 2019 Apr 30, 2019	BUY	N/A	2,540 Added 18.06%	16,608 $1.35 Million
Q4 2018 Feb 01, 2019	BUY	N/A	6,504 Added 85.99%	14,068 $1.11 Million
Q3 2018 Nov 15, 2018	SELL	N/A	-1,696 Reduced 18.32%	7,564 $595,000
Q2 2018 Aug 09, 2018	SELL	N/A	-1,187 Reduced 11.36%	9,260 $733,000
Q1 2018 May 07, 2018	BUY	N/A	2,268 Added 27.73%	10,447 $835,000
Q4 2017 Jan 30, 2018	BUY	N/A	1,534 Added 23.09%	8,179 $667,000
Q3 2017 Nov 09, 2017	BUY	N/A	6,645	6,645 $545,000

Others Institutions Holding BND

# of Institutions

1,730

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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Litman Gregory Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History