Shakespeare Wealth Management, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Shakespeare Wealth Management, Inc.

$434 Million
Q3 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 15,624 shares of BND stock, worth $1.16 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

15,624

Previous 21,350 26.82%

Holding current value

$1.16 Million

Previous $1.57 Million 26.15%

% of portfolio

0.27%

Previous 0.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$72.57 - $74.72 $415,535 - $427,846	-5,726 Reduced 26.82%	15,624 $1.16 Million
Q2 2025 Aug 12, 2025	SELL	$72.02 - $73.82 $110,046 - $112,796	-1,528 Reduced 6.68%	21,350 $1.57 Million
Q1 2025 May 15, 2025	SELL	$71.17 - $73.66 $214,577 - $222,084	-3,015 Reduced 11.64%	22,878 $1.68 Million
Q4 2024 Feb 13, 2025	BUY	$71.75 - $75.11 $230,604 - $241,403	3,214 Added 14.17%	25,893 $1.86 Million
Q3 2024 Nov 14, 2024	SELL	$71.45 - $75.64 $269,938 - $285,767	-3,778 Reduced 14.28%	22,679 $1.7 Million

Q2 2024 Aug 13, 2024	SELL	$70.55 - $72.66 $269,289 - $277,343	-3,817 Reduced 12.61%	26,457 $1.91 Million
Q1 2024 May 13, 2024	SELL	$71.76 - $73.66 $615,629 - $631,929	-8,579 Reduced 22.08%	30,274 $2.2 Million
Q4 2023 Feb 13, 2024	BUY	$68.04 - $73.9 $1.48 Million - $1.61 Million	21,796 Added 127.78%	38,853 $2.86 Million
Q3 2023 Nov 13, 2023	BUY	$69.63 - $72.91 $665,802 - $697,165	9,562 Added 127.58%	17,057 $1.19 Million
Q2 2023 Aug 11, 2023	BUY	$72.23 - $74.46 $113,039 - $116,529	1,565 Added 26.39%	7,495 $544,000
Q1 2023 May 15, 2023	SELL	$71.33 - $74.57 $416,139 - $435,041	-5,834 Reduced 49.59%	5,930 $437,000
Q4 2022 Feb 13, 2023	SELL	$69.38 - $73.88 $274,051 - $291,826	-3,950 Reduced 25.14%	11,764 $845,000
Q3 2022 Nov 14, 2022	SELL	$70.77 - $77.08 $1.68 Million - $1.83 Million	-23,690 Reduced 60.12%	15,714 $1.12 Million
Q2 2022 Aug 09, 2022	BUY	$73.3 - $79.23 $2.39 Million - $2.58 Million	32,612 Added 480.15%	39,404 $2.95 Million
Q1 2022 May 16, 2022	BUY	$78.72 - $84.18 $534,666 - $571,750	6,792 New	6,792 $538,000

Others Institutions Holding BND

# of Institutions

1,875

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

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Shakespeare Wealth Management, Inc. Vanguard Bd Index Fd Inc Total Transaction History