Forbes Financial Planning, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Forbes Financial Planning, Inc.

$139 Million
Q3 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 55,219 shares of BND stock, worth $4.01 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

55,219

Previous 52,127 5.93%

Holding current value

$4.01 Million

Previous $3.76 Million 10.44%

% of portfolio

2.99%

Previous 2.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$71.45 - $75.64 $220,923 - $233,878	3,092 Added 5.93%	55,219 $4.15 Million
Q2 2024 Jul 25, 2024	BUY	$70.55 - $72.66 $683,417 - $703,857	9,687 Added 22.83%	52,127 $3.76 Million
Q1 2024 Apr 29, 2024	BUY	$71.76 - $73.66 $795,961 - $817,036	11,092 Added 35.38%	42,440 $3.08 Million
Q4 2023 Feb 13, 2024	BUY	$68.04 - $73.9 $903,775 - $981,613	13,283 Added 73.53%	31,348 $2.31 Million
Q3 2023 Nov 07, 2023	BUY	$69.63 - $72.91 $1.26 Million - $1.32 Million	18,065 New	18,065 $1.26 Million
Q2 2022 Aug 15, 2022	SELL	$73.3 - $79.23 $6.37 Million - $6.89 Million	-86,910 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$78.72 - $84.18 $871,509 - $931,956	-11,071 Reduced 11.3%	86,910 $6.91 Million
Q4 2021 Feb 18, 2022	BUY	$84.47 - $85.89 $8.28 Million - $8.42 Million	97,981 New	97,981 $8.3 Million

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

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Forbes Financial Planning, Inc. Vanguard Bd Index Fd Inc Total Transaction History