Topel & Distasi Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 13,056 shares of BND stock, worth $947,735. This represents 0.41% of its overall portfolio holdings.

Number of Shares
13,056
Previous 12,841 1.67%
Holding current value
$947,735
Previous $925,000 5.95%
% of portfolio
0.41%
Previous 0.41%

Shares

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

Nov 12, 2024
BUY
$71.45 - $75.64 $15,361 - $16,262
215 Added 1.67%
13,056 $980,000
Q2 2024

Aug 09, 2024
BUY
$70.55 - $72.66 $32,029 - $32,987
454 Added 3.67%
12,841 $925,000
Q1 2024

May 06, 2024
BUY
$71.76 - $73.66 $861 - $883
12 Added 0.1%
12,387 $899,000
Q4 2023

Jan 12, 2024
BUY
$68.04 - $73.9 $154,382 - $167,679
2,269 Added 22.45%
12,375 $910,000
Q3 2023

Nov 06, 2023
BUY
$69.63 - $72.91 $25,414 - $26,612
365 Added 3.75%
10,106 $705,000
Q2 2023

Aug 07, 2023
BUY
$72.23 - $74.46 $4,694 - $4,839
65 Added 0.67%
9,741 $708,000
Q1 2023

May 12, 2023
BUY
$71.33 - $74.57 $19,330 - $20,208
271 Added 2.88%
9,676 $714,000
Q4 2022

Jan 31, 2023
BUY
$69.38 - $73.88 $5,481 - $5,836
79 Added 0.85%
9,405 $675,000
Q3 2022

Nov 21, 2022
BUY
$70.77 - $77.08 $8,421 - $9,172
119 Added 1.29%
9,326 $665,000
Q2 2022

Aug 05, 2022
SELL
$73.3 - $79.23 $57,687 - $62,354
-787 Reduced 7.87%
9,207 $693,000
Q1 2022

Apr 21, 2022
BUY
$78.72 - $84.18 $15,665 - $16,751
199 Added 2.03%
9,994 $795,000
Q4 2021

Feb 23, 2022
BUY
$84.47 - $85.89 $827,383 - $841,292
9,795 New
9,795 $830,000

Others Institutions Holding BND

# of Institutions
1,562
Shares Held
948M
Call Options Held
379K
Put Options Held
101K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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