Oak Harbor Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History

Oak Harbor Wealth Partners, LLC

$340 Million
Q4 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 7,311 shares of BND stock, worth $538,528. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,311

Previous 7,756 5.74%

Holding current value

$538,528

Previous $582,000 9.79%

% of portfolio

0.15%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$71.75 - $75.11 $31,928 - $33,423	-445 Reduced 5.74%	7,311 $525,000
Q3 2024 Nov 06, 2024	BUY	$71.45 - $75.64 $87,311 - $92,432	1,222 Added 18.7%	7,756 $582,000
Q4 2023 Feb 09, 2024	BUY	$68.04 - $73.9 $207,249 - $225,099	3,046 Added 87.33%	6,534 $480,000
Q3 2023 Oct 19, 2023	SELL	$69.63 - $72.91 $35,372 - $37,038	-508 Reduced 12.71%	3,488 $243,000
Q2 2023 Jul 27, 2023	BUY	$72.23 - $74.46 $14,590 - $15,040	202 Added 5.32%	3,996 $290,000
Q4 2022 Jan 18, 2023	SELL	$69.38 - $73.88 $17,553 - $18,691	-253 Reduced 6.25%	3,794 $0
Q3 2022 Nov 03, 2022	BUY	$70.77 - $77.08 $37,437 - $40,775	529 Added 15.04%	4,047 $289,000
Q4 2021 Feb 17, 2022	BUY	$84.47 - $85.89 $297,165 - $302,161	3,518 New	3,518 $298,000

Others Institutions Holding BND

# of Institutions

1,728

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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About VANGUARD BD INDEX FD INC TOTAL

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Oak Harbor Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History