Wealthpoint, LLC Vanguard Bd Index Fd Inc Total Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$72.23 - $74.46 $220,662 - $227,475	3,055 New	3,055 $222,000
Q4 2022 Jan 24, 2023	SELL	$69.38 - $73.88 $2,220 - $2,364	-32 Reduced 1.09%	2,911 $0
Q3 2022 Oct 18, 2022	SELL	$70.77 - $77.08 $7,147 - $7,785	-101 Reduced 3.32%	2,943 $210,000
Q2 2022 Jul 18, 2022	SELL	$73.3 - $79.23 $2,345 - $2,535	-32 Reduced 1.04%	3,044 $229,000
Q1 2022 Apr 27, 2022	BUY	$78.72 - $84.18 $242,142 - $258,937	3,076 New	3,076 $245,000
Q4 2021 Feb 11, 2022	SELL	$84.47 - $85.89 $262,532 - $266,946	-3,108 Closed	0 $0
Q3 2021 Nov 01, 2021	SELL	$85.45 - $86.85 $2,392 - $2,431	-28 Reduced 0.89%	3,108 $266,000
Q2 2021 Jul 26, 2021	SELL	$84.67 - $85.92 $80,436 - $81,624	-950 Reduced 23.25%	3,136 $269,000
Q1 2021 Apr 27, 2021	SELL	$84.36 - $88.07 $128,142 - $133,778	-1,519 Reduced 27.1%	4,086 $346,000
Q4 2020 Feb 08, 2021	BUY	$87.44 - $88.49 $490,101 - $495,986	5,605 New	5,605 $494,000
Q1 2019 May 16, 2019	SELL	N/A	-1,778 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	1,778 New	1,778 $141,000

Others Institutions Holding BND

# of Institutions

1,565

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.16 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.36 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.74 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.54 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.66 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.