Opes Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History

Opes Wealth Management LLC

  • $553 Million
  • Q2 2025

A detailed history of Opes Wealth Management LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Opes Wealth Management LLC holds 6,990 shares of BNDW stock, worth $490,068. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,990
Previous 6,190 12.92%
Holding current value
$490,068
Previous $425,000 13.88%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$68.11 - $69.33 $54,488 - $55,464
800 Added 12.92%
6,990 $484,000
Q1 2025

May 06, 2025
SELL
$67.41 - $69.37 $19,885 - $20,464
-295 Reduced 4.55%
6,190 $425,000
Q4 2024

Jan 30, 2025
BUY
$68.01 - $70.67 $24,483 - $25,441
360 Added 5.88%
6,485 $442,000
Q3 2024

Oct 29, 2024
BUY
$67.53 - $70.89 $17,557 - $18,431
260 Added 4.43%
6,125 $432,000
Q2 2024

Aug 05, 2024
SELL
$67.03 - $68.47 $174,278 - $178,022
-2,600 Reduced 30.71%
5,865 $398,000
Q1 2024

May 02, 2024
BUY
$67.7 - $69.07 $240,335 - $245,198
3,550 Added 72.23%
8,465 $580,000
Q4 2023

Jan 31, 2024
SELL
$65.19 - $70.23 $14,015 - $15,099
-215 Reduced 4.19%
4,915 $340,000
Q3 2023

Nov 02, 2023
BUY
$66.23 - $68.55 $54,970 - $56,896
830 Added 19.3%
5,130 $340,000
Q2 2023

Aug 02, 2023
BUY
$67.81 - $69.43 $18,240 - $18,676
269 Added 6.67%
4,300 $294,000
Q1 2023

May 01, 2023
BUY
$66.84 - $69.43 $66,171 - $68,735
990 Added 32.56%
4,031 $278,000
Q4 2022

Jan 30, 2023
BUY
$65.53 - $69.38 $199,276 - $210,984
3,041 New
3,041 $203,000
Q2 2022

Aug 10, 2022
BUY
$68.33 - $73.94 $6.84 Million - $7.4 Million
100,031 New
100,031 $7.02 Million

Others Institutions Holding BNDW

# of Institutions
111
Shares Held
5.86M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD SCOTTSDALE FDS VANGUA

BNDW Quotes by TradingView
  • Ticker BNDW
  • Sector ETFs
  • Industry ETFs
More about BNDW
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email