Heritage Financial Services, LLC Vanguard Bd Index Fd Inc Total Transaction History

Heritage Financial Services, LLC

  • $653 Million
  • Q1 2024

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Heritage Financial Services, LLC holds 14,165 shares of BND stock, worth $1.03 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,165
Previous 18,346 22.79%
Holding current value
$1.03 Million
Previous $1.35 Million 23.8%
% of portfolio
0.16%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$71.76 - $73.66 $300,028 - $307,972
-4,181 Reduced 22.79%
14,165 $1.03 Million
Q4 2023

Feb 02, 2024
BUY
$68.04 - $73.9 $1.25 Million - $1.36 Million
18,346 New
18,346 $1.35 Million
Q2 2022

Jul 19, 2022
SELL
N/A
-5,982 Closed
0 $0
Q1 2022

Aug 30, 2022
BUY
N/A
5,982 New
5,982 $475,000

Others Institutions Holding BND

# of Institutions
1,493
Shares Held
873M
Call Options Held
56.3K
Put Options Held
27.8K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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