Us Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 7,797 shares of BND stock, worth $564,034. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,797

Previous 7,479 4.25%

Holding current value

$564,034

Previous $563,000 0.53%

% of portfolio

0.18%

Previous 0.2%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$71.75 - $75.11 $22,816 - $23,884	318 Added 4.25%	7,797 $560,000
Q3 2024 Nov 07, 2024	BUY	$71.45 - $75.64 $6,644 - $7,034	93 Added 1.26%	7,479 $563,000
Q2 2024 Aug 06, 2024	BUY	$70.55 - $72.66 $7,125 - $7,338	101 Added 1.39%	7,386 $532,000
Q1 2024 May 02, 2024	SELL	$71.76 - $73.66 $4,951 - $5,082	-69 Reduced 0.94%	7,285 $530,000
Q4 2023 Feb 12, 2024	BUY	$68.04 - $73.9 $5,987 - $6,503	88 Added 1.21%	7,354 $540,000
Q3 2023 Nov 09, 2023	BUY	$69.63 - $72.91 $2,088 - $2,187	30 Added 0.41%	7,266 $507,000
Q2 2023 Aug 01, 2023	BUY	$72.23 - $74.46 $102,566 - $105,733	1,420 Added 24.42%	7,236 $526,000
Q1 2023 Apr 13, 2023	SELL	$71.33 - $74.57 $2,995 - $3,131	-42 Reduced 0.72%	5,816 $429,000
Q4 2022 Feb 10, 2023	SELL	$69.38 - $73.88 $19,981 - $21,277	-288 Reduced 4.69%	5,858 $421,000
Q3 2022 Nov 14, 2022	SELL	$70.77 - $77.08 $81,385 - $88,642	-1,150 Reduced 15.76%	6,146 $438,000
Q2 2022 Aug 12, 2022	SELL	$73.3 - $79.23 $12,680 - $13,706	-173 Reduced 2.32%	7,296 $549,000
Q1 2022 Jun 08, 2022	BUY	$78.72 - $84.18 $21,254 - $22,728	270 Added 3.75%	7,469 $594,000
Q4 2021 Feb 14, 2022	BUY	$84.47 - $85.89 $37,673 - $38,306	446 Added 6.6%	7,199 $610,000
Q3 2021 Nov 03, 2021	SELL	$85.45 - $86.85 $4,016 - $4,081	-47 Reduced 0.69%	6,753 $577,000
Q2 2021 Aug 09, 2021	BUY	$84.67 - $85.92 $3,979 - $4,038	47 Added 0.7%	6,800 $584,000
Q1 2021 May 11, 2021	BUY	$84.36 - $88.07 $590 - $616	7 Added 0.1%	6,753 $572,000
Q4 2020 Feb 11, 2021	BUY	$87.44 - $88.49 $29,904 - $30,263	342 Added 5.34%	6,746 $589,000
Q3 2020 Nov 04, 2020	BUY	$88.13 - $89.48 $79,581 - $80,800	903 Added 16.42%	6,404 $564,000
Q2 2020 Aug 13, 2020	BUY	$85.6 - $88.34 $470,885 - $485,958	5,501 New	5,501 $486,000
Q4 2019 Feb 14, 2020	SELL	$83.39 - $84.94 $722,657 - $736,090	-8,666 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$83.3 - $84.54 $49,646 - $50,385	-596 Reduced 6.43%	8,666 $731,000
Q4 2018 Feb 08, 2019	BUY	N/A	4,631 Added 100.0%	9,262 $734,000
Q2 2018 Oct 10, 2018	BUY	N/A	802 Added 20.95%	4,631 $366,000
Q1 2018 Apr 18, 2018	BUY	N/A	3,829 New	3,829 $306,000

Others Institutions Holding BND

# of Institutions

1,615

Shares Held

958M

Call Options Held

379K

Put Options Held

101K

View Full List

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Us Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History