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

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 56,762 shares of BND stock, worth $4.18 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

56,762

Previous 53,137 6.82%

Holding current value

$4.18 Million

Previous $3.9 Billion 4.7%

% of portfolio

0.53%

Previous 0.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$71.75 - $75.11 $260,093 - $272,273	3,625 Added 6.82%	56,762 $4.08 Billion
Q3 2024 Oct 24, 2024	BUY	$71.45 - $75.64 $216,779 - $229,491	3,034 Added 6.06%	53,137 $3.9 Billion
Q2 2024 Jul 31, 2024	SELL	$70.55 - $72.66 $144,839 - $149,170	-2,053 Reduced 3.94%	50,103 $3.61 Billion
Q1 2024 May 14, 2024	BUY	$71.76 - $73.66 $3.74 Million - $3.84 Million	52,156 New	52,156 $3.71 Billion

Others Institutions Holding BND

# of Institutions

1,728

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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