Marcum Wealth, LLC Vanguard Bd Index Fd Inc Total Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,426 shares of BND stock, worth $248,590. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,426

Previous 4,021 14.8%

Holding current value

$248,590

Previous $302,000 18.54%

% of portfolio

0.02%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$71.75 - $75.11 $42,691 - $44,690	-595 Reduced 14.8%	3,426 $246,000
Q3 2024 Oct 08, 2024	SELL	$71.45 - $75.64 $12,861 - $13,615	-180 Reduced 4.28%	4,021 $302,000
Q2 2024 Jul 02, 2024	SELL	$70.55 - $72.66 $70,902 - $73,023	-1,005 Reduced 19.3%	4,201 $302,000
Q1 2024 Apr 10, 2024	BUY	$71.76 - $73.66 $4,377 - $4,493	61 Added 1.19%	5,206 $378,000
Q4 2023 Jan 10, 2024	SELL	$68.04 - $73.9 $174,250 - $189,257	-2,561 Reduced 33.23%	5,145 $378,000
Q3 2023 Oct 10, 2023	BUY	$69.63 - $72.91 $17,407 - $18,227	250 Added 3.35%	7,706 $537,000
Q2 2023 Jul 13, 2023	SELL	$72.23 - $74.46 $93,248 - $96,127	-1,291 Reduced 14.76%	7,456 $541,000
Q1 2023 Apr 19, 2023	SELL	$71.33 - $74.57 $23,681 - $24,757	-332 Reduced 3.66%	8,747 $645,000
Q4 2022 Jan 12, 2023	SELL	$69.38 - $73.88 $230,757 - $245,724	-3,326 Reduced 26.81%	9,079 $0
Q3 2022 Oct 11, 2022	BUY	$70.77 - $77.08 $21,867 - $23,817	309 Added 2.55%	12,405 $885,000
Q2 2022 Jul 14, 2022	SELL	$73.3 - $79.23 $131,280 - $141,900	-1,791 Reduced 12.9%	12,096 $910,000
Q1 2022 Apr 20, 2022	SELL	$78.72 - $84.18 $219,156 - $234,357	-2,784 Reduced 16.7%	13,887 $1.11 Million
Q4 2021 Feb 01, 2022	BUY	$84.47 - $85.89 $4,814 - $4,895	57 Added 0.34%	16,671 $1.41 Million
Q3 2021 Nov 08, 2021	SELL	$85.45 - $86.85 $65,283 - $66,353	-764 Reduced 4.4%	16,614 $1.42 Million
Q2 2021 Aug 10, 2021	BUY	$84.67 - $85.92 $92,544 - $93,910	1,093 Added 6.71%	17,378 $1.49 Million
Q1 2021 May 11, 2021	BUY	$84.36 - $88.07 $1 Million - $1.05 Million	11,888 Added 270.37%	16,285 $1.38 Million
Q4 2020 Feb 09, 2021	SELL	$87.44 - $88.49 $1.38 Million - $1.4 Million	-15,807 Reduced 78.24%	4,397 $388,000
Q3 2020 Nov 09, 2020	SELL	$88.13 - $89.48 $69,710 - $70,778	-791 Reduced 3.77%	20,204 $1.78 Million
Q2 2020 Aug 14, 2020	BUY	$85.6 - $88.34 $815,768 - $841,880	9,530 Added 83.12%	20,995 $1.86 Million
Q1 2020 May 14, 2020	SELL	$80.33 - $87.96 $424,785 - $465,132	-5,288 Reduced 31.56%	11,465 $979,000
Q4 2019 Feb 13, 2020	BUY	$83.39 - $84.94 $1.4 Million - $1.42 Million	16,753 New	16,753 $1.41 Million

Others Institutions Holding BND

# of Institutions

1,639

Shares Held

967M

Call Options Held

379K

Put Options Held

101K

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Marcum Wealth, LLC Vanguard Bd Index Fd Inc Total Transaction History