Capital Planning Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Capital Planning Advisors, LLC

$622 Million
Q4 2024

A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 17,179 shares of BND stock, worth $1.24 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

17,179

Previous 16,467 4.32%

Holding current value

$1.24 Million

Previous $1.24 Million 0.08%

% of portfolio

0.2%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$71.75 - $75.11 $51,086 - $53,478	712 Added 4.32%	17,179 $1.24 Million
Q3 2024 Nov 12, 2024	SELL	$71.45 - $75.64 $68,020 - $72,009	-952 Reduced 5.47%	16,467 $1.24 Million
Q2 2024 Aug 12, 2024	BUY	$70.55 - $72.66 $386,402 - $397,958	5,477 Added 45.86%	17,419 $1.26 Million
Q1 2024 May 15, 2024	BUY	$71.76 - $73.66 $103,621 - $106,365	1,444 Added 13.76%	11,942 $867,000
Q4 2023 Feb 12, 2024	BUY	$68.04 - $73.9 $714,283 - $775,802	10,498 New	10,498 $772,000

Others Institutions Holding BND

# of Institutions

1,717

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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About VANGUARD BD INDEX FD INC TOTAL

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Capital Planning Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History