Sax Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,685 shares of BND stock, worth $266,572. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,685

Previous 5,008 26.42%

Holding current value

$266,572

Previous $376,000 29.79%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$71.75 - $75.11 $94,925 - $99,370	-1,323 Reduced 26.42%	3,685 $264,000
Q3 2024 Oct 17, 2024	BUY	$71.45 - $75.64 $22,292 - $23,599	312 Added 6.64%	5,008 $376,000
Q2 2024 Jul 12, 2024	BUY	$70.55 - $72.66 $331,302 - $341,211	4,696 New	4,696 $338,000
Q2 2022 Aug 11, 2022	SELL	$73.3 - $79.23 $243,356 - $263,043	-3,320 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$78.72 - $84.18 $1,338 - $1,431	17 Added 0.51%	3,320 $264,000
Q4 2021 Feb 07, 2022	BUY	$84.47 - $85.89 $50,259 - $51,104	595 Added 21.97%	3,303 $280,000
Q3 2021 Dec 10, 2021	BUY	$85.45 - $86.85 $85 - $86	1 Added 0.04%	2,708 $231,000
Q1 2021 May 14, 2021	BUY	$84.36 - $88.07 $4,218 - $4,403	50 Added 1.88%	2,707 $229,000
Q4 2020 Feb 16, 2021	BUY	$87.44 - $88.49 $232,328 - $235,117	2,657 New	2,657 $234,000

Others Institutions Holding BND

# of Institutions

1,649

Shares Held

1.05B

Call Options Held

379K

Put Options Held

28.3K

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About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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Sax Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History