Forum Financial Management, LP Vanguard Bd Index Fd Inc Total Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Forum Financial Management, LP holds 5,713 shares of BND stock, worth $413,278. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,713

Previous 5,774 1.06%

Holding current value

$413,278

Previous $415,000 0.96%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$71.17 - $73.66 $4,341 - $4,493	-61 Reduced 1.06%	5,713 $419,000
Q4 2024 Feb 13, 2025	BUY	$71.75 - $75.11 $151,392 - $158,482	2,110 Added 57.59%	5,774 $415,000
Q3 2024 Oct 29, 2024	SELL	$71.45 - $75.64 $58,231 - $61,646	-815 Reduced 18.2%	3,664 $275,000
Q2 2024 Jul 30, 2024	SELL	$70.55 - $72.66 $124,168 - $127,881	-1,760 Reduced 28.21%	4,479 $322,000
Q1 2024 May 09, 2024	BUY	$71.76 - $73.66 $52,456 - $53,845	731 Added 13.27%	6,239 $453,000
Q4 2023 Feb 07, 2024	SELL	$68.04 - $73.9 $63,821 - $69,318	-938 Reduced 14.55%	5,508 $405,000
Q3 2023 Nov 03, 2023	SELL	$69.63 - $72.91 $77,358 - $81,003	-1,111 Reduced 14.7%	6,446 $449,000
Q2 2023 Jul 26, 2023	BUY	$72.23 - $74.46 $91,659 - $94,489	1,269 Added 20.18%	7,557 $549,000
Q1 2023 Apr 19, 2023	SELL	$71.33 - $74.57 $124,827 - $130,497	-1,750 Reduced 21.77%	6,288 $464,000
Q4 2022 Jan 24, 2023	BUY	$69.38 - $73.88 $116,350 - $123,896	1,677 Added 26.36%	8,038 $0
Q3 2022 Nov 07, 2022	SELL	$70.77 - $77.08 $176,641 - $192,391	-2,496 Reduced 28.18%	6,361 $454,000
Q2 2022 Aug 15, 2022	SELL	$73.3 - $79.23 $522,042 - $564,276	-7,122 Reduced 44.57%	8,857 $667,000
Q1 2022 May 16, 2022	BUY	$78.72 - $84.18 $86,906 - $92,934	1,104 Added 7.42%	15,979 $1.27 Million
Q4 2021 Feb 18, 2022	BUY	$84.47 - $85.89 $1.26 Million - $1.28 Million	14,875 New	14,875 $1.26 Million

Others Institutions Holding BND

# of Institutions

1,774

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.2K

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Forum Financial Management, LP Vanguard Bd Index Fd Inc Total Transaction History