Sheets Smith Wealth Management Vanguard Bd Index Fd Inc Total Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Sheets Smith Wealth Management holds 5,433 shares of BND stock, worth $409,104. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,433

Previous 5,476 0.79%

Holding current value

$409,104

Previous $397,000 1.51%

% of portfolio

0.05%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$70.55 - $72.66 $3,033 - $3,124	-43 Reduced 0.79%	5,433 $391,000
Q1 2024 May 08, 2024	SELL	$71.76 - $73.66 $3,444 - $3,535	-48 Reduced 0.87%	5,476 $397,000
Q4 2023 Feb 06, 2024	SELL	$68.04 - $73.9 $6,804 - $7,390	-100 Reduced 1.78%	5,524 $406,000
Q3 2023 Oct 23, 2023	SELL	$69.63 - $72.91 $6,963 - $7,291	-100 Reduced 1.75%	5,624 $392,000
Q1 2023 May 26, 2023	BUY	$71.33 - $74.57 $403,014 - $421,320	5,650 Added 7635.14%	5,724 $422,000
Q1 2023 May 12, 2023	SELL	$71.33 - $74.57 $403,014 - $421,320	-5,650 Reduced 98.71%	74 $5,000
Q1 2022 May 02, 2022	SELL	$78.72 - $84.18 $9,446 - $10,101	-120 Reduced 2.05%	5,724 $455,000
Q3 2021 Oct 15, 2021	SELL	$85.45 - $86.85 $47,339 - $48,114	-554 Reduced 8.66%	5,844 $499,000
Q2 2021 Aug 03, 2021	BUY	$84.67 - $85.92 $4,233 - $4,296	50 Added 0.79%	6,398 $550,000
Q1 2021 Apr 23, 2021	BUY	$84.36 - $88.07 $16,365 - $17,085	194 Added 3.15%	6,348 $538,000
Q4 2020 Jan 13, 2021	BUY	$87.44 - $88.49 $349 - $353	4 Added 0.07%	6,154 $543,000
Q3 2020 Oct 26, 2020	SELL	$88.13 - $89.48 $25,733 - $26,128	-292 Reduced 4.53%	6,150 $543,000
Q2 2020 Jul 17, 2020	BUY	$85.6 - $88.34 $428 - $441	5 Added 0.08%	6,442 $569,000
Q1 2020 Apr 28, 2020	BUY	$80.33 - $87.96 $321 - $351	4 Added 0.06%	6,437 $549,000
Q4 2019 Jan 24, 2020	BUY	$83.39 - $84.94 $583 - $594	7 Added 0.11%	6,433 $539,000
Q3 2019 Oct 28, 2019	BUY	$83.3 - $84.54 $499 - $507	6 Added 0.09%	6,426 $543,000
Q2 2019 Jul 12, 2019	BUY	N/A	5 Added 0.08%	6,420 $533,000
Q1 2019 May 13, 2019	BUY	N/A	4 Added 0.06%	6,415 $521,000
Q4 2018 Jan 11, 2019	BUY	N/A	7 Added 0.11%	6,411 $508,000
Q3 2018 Oct 15, 2018	BUY	N/A	6,404 New	6,404 $504,000
Q2 2018 Jul 26, 2018	SELL	N/A	-3,944 Closed	0 $0
Q1 2018 Apr 09, 2018	SELL	N/A	-626 Reduced 13.7%	3,944 $315,000
Q4 2017 Jan 12, 2018	BUY	N/A	1,212 Added 36.09%	4,570 $373,000
Q3 2017 Oct 12, 2017	BUY	N/A	3,358	3,358 $275,000

Others Institutions Holding BND

# of Institutions

1,525

Shares Held

889M

Call Options Held

155K

Put Options Held

21.9K

View Full List

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Sheets Smith Wealth Management Vanguard Bd Index Fd Inc Total Transaction History