Strategic Wealth Partners, Ltd. Vanguard Bd Index Fd Inc Total Transaction History

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,198 shares of BND stock, worth $375,243. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,198
Previous 3,046 70.65%
Holding current value
$375,243
Previous $219,000 78.08%
% of portfolio
0.04%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$71.45 - $75.64 $153,760 - $162,777
2,152 Added 70.65%
5,198 $390,000
Q2 2024

Oct 08, 2024
SELL
$70.55 - $72.66 $964,559 - $993,407
-13,672 Reduced 81.78%
3,046 $219,000
Q1 2024

May 20, 2024
BUY
$71.76 - $73.66 $1.2 Million - $1.23 Million
16,718 New
16,718 $1.21 Million
Q4 2019

Jan 30, 2020
SELL
$83.39 - $84.94 $205,806 - $209,631
-2,468 Closed
0 $0
Q3 2019

Oct 28, 2019
SELL
$83.3 - $84.54 $12,994 - $13,188
-156 Reduced 5.95%
2,468 $208,000
Q2 2019

Aug 06, 2019
BUY
N/A
244 Added 10.25%
2,624 $217,000
Q1 2019

May 14, 2019
SELL
N/A
-5 Reduced 0.21%
2,380 $192,000
Q4 2018

Jan 24, 2019
SELL
N/A
-234 Reduced 8.93%
2,385 $0
Q3 2018

Dec 06, 2018
SELL
N/A
-182 Reduced 6.5%
2,619 $206,000
Q2 2018

Sep 04, 2018
SELL
N/A
-2,675 Reduced 48.85%
2,801 $222,000
Q1 2018

Jul 13, 2018
BUY
N/A
5,476 New
5,476 $438,000

Others Institutions Holding BND

# of Institutions
1,568
Shares Held
949M
Call Options Held
379K
Put Options Held
101K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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