Wells Financial Advisors Inc Vanguard Bd Index Fd Inc Total Transaction History

Wells Financial Advisors Inc

$73.1 Million
Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wells Financial Advisors Inc holds 23,202 shares of BND stock, worth $1.68 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

23,202

Previous 23,602 1.69%

Holding current value

$1.68 Million

Previous $1.7 Million 2.47%

% of portfolio

2.38%

Previous 1.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$71.45 - $75.64 $28,580 - $30,256	-400 Reduced 1.69%	23,202 $1.74 Million
Q2 2024 Aug 09, 2024	SELL	$70.55 - $72.66 $13,404 - $13,805	-190 Reduced 0.8%	23,602 $1.7 Million
Q1 2024 May 13, 2024	SELL	$71.76 - $73.66 $41,405 - $42,501	-577 Reduced 2.37%	23,792 $1.73 Million
Q4 2023 Feb 12, 2024	SELL	$68.04 - $73.9 $519,281 - $564,004	-7,632 Reduced 23.85%	24,369 $1.79 Million
Q3 2023 Oct 10, 2023	BUY	$69.63 - $72.91 $12,672 - $13,269	182 Added 0.57%	32,001 $2.23 Million
Q2 2023 Aug 07, 2023	BUY	$72.23 - $74.46 $948,813 - $978,106	13,136 Added 70.31%	31,819 $2.31 Million
Q1 2023 May 03, 2023	SELL	$71.33 - $74.57 $92,729 - $96,940	-1,300 Reduced 6.51%	18,683 $1.38 Million
Q4 2022 Feb 03, 2023	BUY	$69.38 - $73.88 $1.39 Million - $1.48 Million	19,983 New	19,983 $1.44 Million

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

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Wells Financial Advisors Inc Vanguard Bd Index Fd Inc Total Transaction History