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

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 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 3,104 shares of BND stock, worth $226,592. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,104

Previous 5,198 40.28%

Holding current value

$226,592

Previous $390,000 42.82%

% of portfolio

0.02%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$71.75 - $75.11 $150,244 - $157,280	-2,094 Reduced 40.28%	3,104 $223,000
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

1,729

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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