Lloyd Advisory Services, Llc. Vanguard Bd Index Fd Inc Total Transaction History

Lloyd Advisory Services, Llc.

$117 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$68.04 - $73.9 $1.4 Million - $1.52 Million	20,539 New	20,539 $1.51 Million
Q4 2022 Jan 27, 2023	BUY	$69.38 - $73.88 $215,078 - $229,028	3,100 Added 20.08%	18,542 $1.33 Million
Q3 2022 Nov 02, 2022	SELL	$70.77 - $77.08 $141,115 - $153,697	-1,994 Reduced 11.44%	15,442 $1.1 Million
Q2 2022 Aug 15, 2022	BUY	$73.3 - $79.23 $26,901 - $29,077	367 Added 2.15%	17,436 $1.31 Million
Q1 2022 May 02, 2022	BUY	$78.72 - $84.18 $27,237 - $29,126	346 Added 2.07%	17,069 $1.36 Million
Q4 2021 Jan 26, 2022	BUY	$84.47 - $85.89 $9,629 - $9,791	114 Added 0.69%	16,723 $1.42 Million
Q3 2021 Oct 21, 2021	SELL	$85.45 - $86.85 $3.99 Million - $4.05 Million	-46,637 Reduced 73.74%	16,609 $1.42 Million
Q2 2021 Aug 09, 2021	SELL	$84.67 - $85.92 $1.11 Million - $1.12 Million	-13,093 Reduced 17.15%	63,246 $5.43 Million
Q1 2021 May 04, 2021	BUY	$84.36 - $88.07 $6.44 Million - $6.72 Million	76,339 New	76,339 $6.47 Million

Others Institutions Holding BND

# of Institutions

1,717

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

Morgan Stanley New York, NY

119M
Shares

$8.59 Billion
0.61% of portfolio
Northwestern Mutual Wealth Management CO

117M
Shares

$8.47 Billion
7.13% of portfolio
Creative Planning Overland Park, KS

101M
Shares

$7.29 Billion
7.05% of portfolio
Jpmorgan Chase & CO New York, NY

99.1M
Shares

$7.18 Billion
0.58% of portfolio
Vanguard Group Inc Valley Forge, PA

58M
Shares

$4.21 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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