Forum Private Client Group LLC Vanguard Bd Index Fd Inc Total Transaction History

Forum Private Client Group LLC

$225 Billion
Q3 2024

A detailed history of Forum Private Client Group LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Forum Private Client Group LLC holds 44,708 shares of BND stock, worth $3.2 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

44,708

Previous 50,384 11.27%

Holding current value

$3.2 Million

Previous $3.63 Billion 7.5%

% of portfolio

1.49%

Previous 1.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$71.45 - $75.64 $405,550 - $429,332	-5,676 Reduced 11.27%	44,708 $3.36 Billion
Q2 2024 Aug 13, 2024	BUY	$70.55 - $72.66 $270,770 - $278,869	3,838 Added 8.25%	50,384 $3.63 Billion
Q1 2024 May 15, 2024	SELL	$71.76 - $73.66 $278,644 - $286,021	-3,883 Reduced 7.7%	46,546 $3.38 Billion
Q4 2023 Jan 19, 2024	BUY	$68.04 - $73.9 $3.43 Million - $3.73 Million	50,429 New	50,429 $3.71 Billion
Q2 2023 Aug 02, 2023	SELL	$72.23 - $74.46 $171,835 - $177,140	-2,379 Reduced 3.66%	62,647 $4.55 Million
Q1 2023 May 15, 2023	BUY	$71.33 - $74.57 $82,314 - $86,053	1,154 Added 1.81%	65,026 $4.8 Million
Q4 2022 Feb 10, 2023	SELL	$69.38 - $73.88 $150,277 - $160,024	-2,166 Reduced 3.28%	63,872 $4.59 Million
Q3 2022 Nov 10, 2022	BUY	$70.77 - $77.08 $406,149 - $442,362	5,739 Added 9.52%	66,038 $4.71 Million
Q2 2022 Aug 05, 2022	BUY	$73.3 - $79.23 $881,212 - $952,503	12,022 Added 24.9%	60,299 $4.54 Million
Q1 2022 Aug 05, 2022	BUY	$78.72 - $84.18 $3.8 Million - $4.06 Million	48,277 New	48,277 $3.84 Million

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

View Full List

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Forum Private Client Group LLC Vanguard Bd Index Fd Inc Total Transaction History