Schwallier Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History

Schwallier Wealth Management LLC

$140 Billion
Q3 2024

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 119,330 shares of BND stock, worth $8.65 Million. This represents 6.41% of its overall portfolio holdings.

Number of Shares

119,330

Previous 126,475 5.65%

Holding current value

$8.65 Million

Previous $9.11 Billion 1.64%

% of portfolio

6.41%

Previous 7.4%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$71.45 - $75.64 $510,510 - $540,447	-7,145 Reduced 5.65%	119,330 $8.96 Billion
Q2 2024 Aug 13, 2024	SELL	$70.55 - $72.66 $84,025 - $86,538	-1,191 Reduced 0.93%	126,475 $9.11 Billion
Q1 2024 May 14, 2024	SELL	$71.76 - $73.66 $2.04 Million - $2.1 Million	-28,490 Reduced 18.24%	127,666 $9.27 Billion
Q4 2023 Feb 14, 2024	BUY	$68.04 - $73.9 $10.6 Million - $11.5 Million	156,156 New	156,156 $11.5 Billion

Others Institutions Holding BND

# of Institutions

1,563

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

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Ticker BND
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Schwallier Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History