Root Financial Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History

Root Financial Partners, LLC

$625 Billion
Q3 2024

A detailed history of Root Financial Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Root Financial Partners, LLC holds 26,165 shares of BND stock, worth $1.9 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

26,165

Previous 29,042 9.91%

Holding current value

$1.9 Million

Previous $2.09 Billion 6.08%

% of portfolio

0.31%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$71.45 - $75.64 $205,561 - $217,616	-2,877 Reduced 9.91%	26,165 $1.97 Billion
Q2 2024 Aug 02, 2024	BUY	$70.55 - $72.66 $991,862 - $1.02 Million	14,059 Added 93.83%	29,042 $2.09 Billion
Q1 2024 Apr 24, 2024	SELL	$71.76 - $73.66 $24,183 - $24,823	-337 Reduced 2.2%	14,983 $1.09 Billion
Q4 2023 Jan 29, 2024	BUY	$68.04 - $73.9 $35,516 - $38,575	522 Added 3.53%	15,320 $1.13 Billion
Q3 2023 Oct 19, 2023	BUY	$69.63 - $72.91 $81,536 - $85,377	1,171 Added 8.59%	14,798 $1.03 Billion
Q2 2023 Jul 26, 2023	SELL	$72.23 - $74.46 $1.52 Million - $1.57 Million	-21,106 Reduced 60.77%	13,627 $991 Million
Q1 2023 May 11, 2023	BUY	$71.33 - $74.57 $2.48 Million - $2.59 Million	34,733 New	34,733 $2.56 Billion

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

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Root Financial Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History