Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Total Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,702 shares of BND stock, worth $271,171. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,702

Previous 3,702 -0.0%

Holding current value

$271,171

Previous $278,000 -0.0%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$71.45 - $75.64 $1,214 - $1,285	17 Added 0.46%	3,702 $278,000
Q2 2024 Jul 17, 2024	BUY	$70.55 - $72.66 $4,162 - $4,286	59 Added 1.63%	3,685 $265,000
Q1 2024 Apr 10, 2024	BUY	$71.76 - $73.66 $789 - $810	11 Added 0.3%	3,626 $263,000
Q4 2023 Jan 10, 2024	SELL	$68.04 - $73.9 $203,371 - $220,887	-2,989 Reduced 45.26%	3,615 $265,000
Q3 2023 Oct 10, 2023	SELL	$69.63 - $72.91 $15,945 - $16,696	-229 Reduced 3.35%	6,604 $460,000
Q2 2023 Jul 07, 2023	SELL	$72.23 - $74.46 $1,589 - $1,638	-22 Reduced 0.32%	6,833 $496,000
Q1 2023 Apr 28, 2023	BUY	$71.33 - $74.57 $570 - $596	8 Added 0.12%	6,855 $506,000
Q4 2022 Jan 10, 2023	SELL	$69.38 - $73.88 $4,232 - $4,506	-61 Reduced 0.88%	6,847 $0
Q3 2022 Oct 07, 2022	BUY	$70.77 - $77.08 $128,872 - $140,362	1,821 Added 35.8%	6,908 $492,000
Q2 2022 Jul 13, 2022	BUY	$73.3 - $79.23 $61,645 - $66,632	841 Added 19.81%	5,087 $382,000
Q4 2021 Jan 13, 2022	BUY	$84.47 - $85.89 $12,417 - $12,625	147 Added 3.59%	4,246 $359,000
Q3 2021 Oct 12, 2021	BUY	$85.45 - $86.85 $88,782 - $90,237	1,039 Added 33.95%	4,099 $350,000
Q2 2021 Jul 14, 2021	BUY	$84.67 - $85.92 $100,757 - $102,244	1,190 Added 63.64%	3,060 $262,000
Q1 2021 Apr 26, 2021	SELL	$84.36 - $88.07 $186,013 - $194,194	-2,205 Reduced 54.11%	1,870 $158,000
Q4 2020 Mar 10, 2021	BUY	$87.44 - $88.49 $356,318 - $360,596	4,075 New	4,075 $355,000

Others Institutions Holding BND

# of Institutions

1,566

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

View Full List

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Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Total Transaction History