A detailed history of Essential Planning, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Essential Planning, Llc. holds 690,326 shares of BND stock, worth $50 Million. This represents 21.38% of its overall portfolio holdings.

Number of Shares
690,326
Previous 673,921 2.43%
Holding current value
$50 Million
Previous $48.6 Million 6.78%
% of portfolio
21.38%
Previous 21.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$71.45 - $75.64 $1.17 Million - $1.24 Million
16,405 Added 2.43%
690,326 $51.9 Million
Q2 2024

Aug 14, 2024

BUY
$70.55 - $72.66 $46.7 Million - $48.1 Million
662,461 Added 5780.64%
673,921 $48.6 Million
Q4 2023

Feb 13, 2024

BUY
$68.04 - $73.9 $529,827 - $575,459
7,787 Added 212.01%
11,460 $842,000
Q3 2023

Nov 08, 2023

BUY
$69.63 - $72.91 $255,750 - $267,798
3,673 New
3,673 $256,000

Others Institutions Holding BND

About VANGUARD BD INDEX FD INC TOTAL


  • Ticker BND
  • Sector ETFs
  • Industry ETFs
More about BND
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Essential Planning, Llc. with notifications on news.