Pinnacle Wealth Planning Services, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 13,510 shares of BND stock, worth $983,122. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,510

Previous 12,045 12.16%

Holding current value

$983,122

Previous $866,000 14.55%

% of portfolio

0.15%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$71.17 - $73.66 $104,264 - $107,911	1,465 Added 12.16%	13,510 $992,000
Q4 2024 Feb 06, 2025	BUY	$71.75 - $75.11 $864,228 - $904,699	12,045 New	12,045 $866,000
Q1 2023 May 03, 2023	BUY	$71.33 - $74.57 $193,446 - $202,233	2,712 New	2,712 $200,000
Q2 2020 Jul 27, 2020	SELL	$85.6 - $88.34 $250,208 - $258,217	-2,923 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$80.33 - $87.96 $9,237 - $10,115	-115 Reduced 3.79%	2,923 $249,000
Q4 2019 Feb 07, 2020	BUY	$83.39 - $84.94 $8,005 - $8,154	96 Added 3.26%	3,038 $254,000
Q3 2019 Oct 31, 2019	SELL	$83.3 - $84.54 $187,924 - $190,722	-2,256 Reduced 43.4%	2,942 $248,000
Q2 2019 Aug 06, 2019	SELL	N/A	-1,160 Reduced 18.24%	5,198 $432,000
Q1 2019 May 08, 2019	BUY	N/A	6,358 New	6,358 $516,000

Others Institutions Holding BND

# of Institutions

1,774

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.2K

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Pinnacle Wealth Planning Services, Inc. Vanguard Bd Index Fd Inc Total Transaction History