National Wealth Management Group, LLC Vanguard Bd Index Fd Inc Total Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, National Wealth Management Group, LLC holds 30,712 shares of BND stock, worth $2.28 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

30,712

Previous 40,104 23.42%

Holding current value

$2.28 Million

Previous $2.91 Billion 24.03%

% of portfolio

1.69%

Previous 2.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$70.55 - $72.66 $662,605 - $682,422	-9,392 Reduced 23.42%	30,712 $2.21 Billion
Q1 2024 May 17, 2024	SELL	$71.76 - $73.66 $206,381 - $211,846	-2,876 Reduced 6.69%	40,104 $2.91 Billion
Q4 2023 Feb 01, 2024	SELL	$68.04 - $73.9 $54,159 - $58,824	-796 Reduced 1.82%	42,980 $3.16 Billion
Q3 2023 Nov 13, 2023	SELL	$69.63 - $72.91 $111,129 - $116,364	-1,596 Reduced 3.52%	43,776 $3.05 Billion
Q2 2023 Aug 09, 2023	SELL	$72.23 - $74.46 $1.11 Million - $1.15 Million	-15,402 Reduced 25.34%	45,372 $3.26 Billion
Q1 2023 May 15, 2023	BUY	$71.33 - $74.57 $4.34 Million - $4.53 Million	60,774 New	60,774 $4.48 Billion
Q4 2022 Nov 17, 2023	SELL	$69.38 - $73.88 $1,942 - $2,068	-28 Reduced 0.06%	46,157 $3.32 Billion
Q3 2022 Nov 17, 2023	BUY	$70.77 - $77.08 $170,484 - $185,685	2,409 Added 5.5%	46,185 $3.29 Billion
Q2 2022 Nov 17, 2023	BUY	$73.3 - $79.23 $102,913 - $111,238	1,404 Added 4.21%	34,791 $2.62 Billion
Q1 2022 Nov 17, 2023	SELL	$78.72 - $84.18 $48,176 - $51,518	-612 Reduced 1.8%	33,387 $2.66 Billion
Q4 2021 Nov 17, 2023	SELL	$84.47 - $85.89 $825,863 - $839,746	-9,777 Reduced 22.33%	33,999 $2.88 Billion

Others Institutions Holding BND

# of Institutions

1,526

Shares Held

890M

Call Options Held

155K

Put Options Held

21.9K

View Full List

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

More about BND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Vanguard Bd Index Fd Inc Total Transaction History