Moulton Wealth Management, Inc Vanguard Bd Index Fd Inc Total Transaction History

Moulton Wealth Management, Inc

$118 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	SELL	$68.04 - $73.9 $2,721 - $2,956	-40 Reduced 0.44%	8,996 $661,000
Q3 2023 Oct 11, 2023	SELL	$69.63 - $72.91 $262,017 - $274,360	-3,763 Reduced 29.4%	9,036 $630,000
Q2 2023 Jul 13, 2023	SELL	$72.23 - $74.46 $23,474 - $24,199	-325 Reduced 2.48%	12,799 $930,000
Q1 2023 Apr 13, 2023	SELL	$71.33 - $74.57 $3,851 - $4,026	-54 Reduced 0.41%	13,124 $968,000
Q4 2022 Jan 11, 2023	SELL	$69.38 - $73.88 $411,076 - $437,739	-5,925 Reduced 31.02%	13,178 $0
Q3 2022 Oct 14, 2022	SELL	$70.77 - $77.08 $5.79 Million - $6.3 Million	-81,751 Reduced 81.06%	19,103 $1.36 Million
Q1 2022 Apr 19, 2022	SELL	$78.72 - $84.18 $4 Million - $4.28 Million	-50,791 Reduced 33.49%	100,854 $7.99 Million
Q4 2021 Jan 12, 2022	BUY	$84.47 - $85.89 $12.4 Million - $12.6 Million	146,967 Added 3141.66%	151,645 $12.8 Million
Q3 2021 Oct 12, 2021	SELL	$85.45 - $86.85 $25,122 - $25,533	-294 Reduced 5.91%	4,678 $400,000
Q2 2021 Jul 20, 2021	SELL	$84.67 - $85.92 $19,389 - $19,675	-229 Reduced 4.4%	4,972 $427,000
Q1 2021 Apr 08, 2021	BUY	$84.36 - $88.07 $11,726 - $12,241	139 Added 2.75%	5,201 $442,000
Q4 2020 Jan 12, 2021	BUY	$87.44 - $88.49 $6,383 - $6,459	73 Added 1.46%	5,062 $441,000
Q3 2020 Oct 14, 2020	BUY	$88.13 - $89.48 $3,084 - $3,131	35 Added 0.71%	4,989 $439,000
Q2 2020 Jul 08, 2020	BUY	$85.6 - $88.34 $1,712 - $1,766	20 Added 0.41%	4,954 $438,000
Q1 2020 Apr 13, 2020	SELL	$80.33 - $87.96 $32.9 Million - $36 Million	-409,637 Reduced 98.81%	4,934 $432,000
Q4 2019 Jan 08, 2020	BUY	$83.39 - $84.94 $34.6 Million - $35.2 Million	414,571 New	414,571 $34.9 Million

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.06 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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