A detailed history of Montag A & Associates Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Montag A & Associates Inc holds 87 shares of BND stock, worth $6,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares
87
Previous 87 -0.0%
Holding current value
$6,270
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$68.04 - $73.9 $68 - $73
-1 Reduced 1.14%
87 $6,000
Q2 2023

Aug 09, 2023

BUY
$72.23 - $74.46 $6,284 - $6,478
87 Added 8700.0%
88 $6,000
Q4 2022

Feb 02, 2023

SELL
$69.75 - $73.88 $2,092 - $2,216
-30 Reduced 96.77%
1 $0
Q2 2022

Aug 10, 2022

SELL
N/A
-484 Reduced 93.98%
31 $2,000
Q1 2022

May 02, 2022

SELL
N/A
-100 Reduced 16.26%
515 $41,000
Q4 2021

Feb 09, 2022

SELL
N/A
-100 Reduced 13.99%
615 $0
Q2 2021

Aug 03, 2021

SELL
N/A
-516 Reduced 41.92%
715 $61,000
Q1 2021

May 14, 2021

SELL
N/A
-343 Reduced 21.79%
1,231 $104,000
Q4 2020

Feb 12, 2021

BUY
N/A
1,574 New
1,574 $139,000

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