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 $942,773. This represents 0.41% of its overall portfolio holdings.

Number of Shares
13,056
Previous 12,841 1.67%
Holding current value
$942,773
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
1,568
Shares Held
949M
Call Options Held
379K
Put Options Held
101K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

BND Quotes by TradingView
  • Ticker BND
  • Sector ETFs
  • Industry ETFs
More about BND
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email