Wcg Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 12,094 shares of BND stock, worth $875,605. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,094

Previous 14,510 16.65%

Holding current value

$875,605

Previous $1.07 Million 17.71%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$71.76 - $73.66 $173,372 - $177,962	-2,416 Reduced 16.65%	12,094 $878,000
Q4 2023 Feb 08, 2024	BUY	$68.04 - $73.9 $143,496 - $155,855	2,109 Added 17.01%	14,510 $1.07 Million
Q3 2023 Nov 09, 2023	BUY	$69.63 - $72.91 $86,758 - $90,845	1,246 Added 11.17%	12,401 $865,000
Q2 2023 Aug 14, 2023	BUY	$72.23 - $74.46 $55,617 - $57,334	770 Added 7.41%	11,155 $811,000
Q1 2023 May 15, 2023	SELL	$71.33 - $74.57 $39,445 - $41,237	-553 Reduced 5.06%	10,385 $767,000

Q4 2022 Feb 14, 2023	BUY	$69.75 - $73.88 $25,249 - $26,744	362 Added 3.42%	10,938 $785,000
Q3 2022 Nov 14, 2022	BUY	N/A	6,713 Added 173.78%	10,576 $755,000
Q2 2022 Aug 23, 2022	BUY	N/A	3,863 New	3,863 $291,000

Others Institutions Holding BND

# of Institutions

1,493

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

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About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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Wcg Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History