Stone Point Wealth LLC Vanguard Bd Index Fd Inc Total Transaction History

Stone Point Wealth LLC

$275 Million
Q2 2024

A detailed history of Stone Point Wealth LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Stone Point Wealth LLC holds 54,292 shares of BND stock, worth $4.03 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

54,292

Previous 48,843 11.16%

Holding current value

$4.03 Million

Previous $3.55 Million 10.26%

% of portfolio

1.42%

Previous 1.25%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$70.55 - $72.66 $384,426 - $395,924	5,449 Added 11.16%	54,292 $3.91 Million
Q1 2024 May 01, 2024	BUY	$71.76 - $73.66 $674,328 - $692,183	9,397 Added 23.82%	48,843 $3.55 Million
Q4 2023 Jan 26, 2024	BUY	$68.04 - $73.9 $487,846 - $529,863	7,170 Added 22.21%	39,446 $2.9 Million
Q3 2023 Oct 25, 2023	SELL	$69.63 - $72.91 $279,703 - $292,879	-4,017 Reduced 11.07%	32,276 $2.25 Million
Q2 2023 Jul 25, 2023	BUY	$72.23 - $74.46 $81,475 - $83,990	1,128 Added 3.21%	36,293 $2.64 Million
Q1 2023 Apr 20, 2023	BUY	$71.33 - $74.57 $521,493 - $545,181	7,311 Added 26.25%	35,165 $2.6 Million
Q4 2022 Jan 20, 2023	BUY	$69.38 - $73.88 $311,724 - $331,942	4,493 Added 19.23%	27,854 $0
Q3 2022 Nov 03, 2022	BUY	$70.77 - $77.08 $300,064 - $326,819	4,240 Added 22.17%	23,361 $1.67 Million
Q2 2022 Jul 19, 2022	BUY	$73.3 - $79.23 $323,546 - $349,721	4,414 Added 30.01%	19,121 $1.44 Million
Q1 2022 Apr 29, 2022	BUY	$78.72 - $84.18 $11,571 - $12,374	147 Added 1.01%	14,707 $1.17 Million
Q4 2021 Feb 10, 2022	BUY	$84.47 - $85.89 $1.23 Million - $1.25 Million	14,560 New	14,560 $1.23 Million

Others Institutions Holding BND

# of Institutions

1,526

Shares Held

890M

Call Options Held

155K

Put Options Held

21.9K

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About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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Stone Point Wealth LLC Vanguard Bd Index Fd Inc Total Transaction History