Wealthquest Corp Vanguard Bd Index Fd Inc Total Transaction History

Wealthquest Corp

$781 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	N/A	-2,585 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	N/A	152 Added 6.25%	2,585 $222,000
Q1 2021 May 13, 2021	BUY	N/A	12 Added 0.5%	2,433 $206,000
Q4 2020 Feb 09, 2021	SELL	N/A	-341 Reduced 12.35%	2,421 $213,000
Q3 2020 Nov 12, 2020	SELL	N/A	-906 Reduced 24.7%	2,762 $243,000

Q2 2020 Aug 11, 2020	SELL	N/A	-198 Reduced 5.12%	3,668 $324,000
Q4 2019 Feb 18, 2020	SELL	N/A	-537 Reduced 12.2%	3,866 $324,000
Q3 2019 Oct 18, 2019	BUY	N/A	508 Added 13.04%	4,403 $371,000
Q2 2019 Jul 22, 2019	SELL	N/A	-79 Reduced 1.99%	3,895 $323,000
Q1 2019 Apr 18, 2019	BUY	N/A	191 Added 5.05%	3,974 $322,000
Q4 2018 Jan 23, 2019	BUY	N/A	3,783 New	3,783 $299,000

Others Institutions Holding BND

# of Institutions

1,489

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

Northwestern Mutual Wealth Management CO

119M
Shares

$8.55 Billion
8.87% of portfolio
Morgan Stanley New York, NY

91.3M
Shares

$6.58 Billion
0.54% of portfolio
Jpmorgan Chase & CO New York, NY

79.9M
Shares

$5.75 Billion
0.53% of portfolio
Creative Planning Overland Park, KS

75.7M
Shares

$5.46 Billion
6.11% of portfolio
Vanguard Group Inc Valley Forge, PA

37.3M
Shares

$2.69 Billion
0.05% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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