Lutz Financial Services LLC Vanguard Bd Index Fd Inc Total Transaction History

Lutz Financial Services LLC

$1.24 Billion
Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Lutz Financial Services LLC holds 1,120,088 shares of BND stock, worth $82.5 Million. This represents 6.51% of its overall portfolio holdings.

Number of Shares

1,120,088

Previous 1,081,417 3.58%

Holding current value

$82.5 Million

Previous $81.2 Million 0.84%

% of portfolio

6.51%

Previous 6.6%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$71.75 - $75.11 $2.77 Million - $2.9 Million	38,671 Added 3.58%	1,120,088 $80.5 Million
Q3 2024 Oct 29, 2024	BUY	$71.45 - $75.64 $3.14 Million - $3.33 Million	44,007 Added 4.24%	1,081,417 $81.2 Million
Q2 2024 Jul 29, 2024	BUY	$70.55 - $72.66 $1.32 Million - $1.36 Million	18,669 Added 1.83%	1,037,410 $74.7 Million
Q1 2024 May 03, 2024	BUY	$71.76 - $73.66 $1.69 Million - $1.73 Million	23,496 Added 2.36%	1,018,741 $74 Million
Q4 2023 Feb 07, 2024	SELL	$68.04 - $73.9 $2.45 Million - $2.66 Million	-35,998 Reduced 3.49%	995,245 $73.2 Million
Q3 2023 Nov 03, 2023	BUY	$69.63 - $72.91 $7.23 Million - $7.57 Million	103,787 Added 11.19%	1,031,243 $72 Million
Q2 2023 Aug 07, 2023	BUY	$72.23 - $74.46 $6.22 Million - $6.41 Million	86,147 Added 10.24%	927,456 $67.4 Million
Q1 2023 May 01, 2023	BUY	$71.33 - $74.57 $7.26 Million - $7.59 Million	101,738 Added 13.76%	841,309 $62.1 Million
Q4 2022 Feb 06, 2023	BUY	$69.38 - $73.88 $8.05 Million - $8.57 Million	115,996 Added 18.6%	739,571 $53.1 Million
Q3 2022 Oct 21, 2022	BUY	$70.77 - $77.08 $10.1 Million - $11 Million	143,288 Added 29.83%	623,575 $44.5 Million
Q2 2022 Jul 20, 2022	SELL	$73.3 - $79.23 $21.3 Million - $23 Million	-289,905 Reduced 37.64%	480,287 $36.1 Million
Q1 2022 Apr 25, 2022	BUY	$78.72 - $84.18 $986,046 - $1.05 Million	12,526 Added 1.65%	770,192 $61.3 Million
Q4 2021 Jan 19, 2022	BUY	$84.47 - $85.89 $1.6 Million - $1.63 Million	18,966 Added 2.57%	757,666 $64.2 Million
Q3 2021 Oct 27, 2021	BUY	$85.45 - $86.85 $2.02 Million - $2.05 Million	23,589 Added 3.3%	738,700 $63.1 Million
Q2 2021 Jul 26, 2021	BUY	$84.67 - $85.92 $3.12 Million - $3.17 Million	36,868 Added 5.44%	715,111 $61.4 Million
Q1 2021 Apr 27, 2021	SELL	$84.36 - $88.07 $1.23 Million - $1.28 Million	-14,547 Reduced 2.1%	678,243 $57.5 Million
Q4 2020 Feb 12, 2021	BUY	$87.44 - $88.49 $1.59 Million - $1.61 Million	18,196 Added 2.7%	692,790 $61.1 Million
Q3 2020 Nov 05, 2020	SELL	$88.13 - $89.48 $849,661 - $862,676	-9,641 Reduced 1.41%	674,594 $59.5 Million
Q2 2020 Jul 28, 2020	SELL	$85.6 - $88.34 $153,138 - $158,040	-1,789 Reduced 0.26%	684,235 $60.4 Million
Q1 2020 Apr 27, 2020	BUY	$80.33 - $87.96 $3.2 Million - $3.51 Million	39,848 Added 6.17%	686,024 $58.6 Million
Q4 2019 Feb 03, 2020	BUY	$83.39 - $84.94 $6.27 Million - $6.38 Million	75,151 Added 13.16%	646,176 $54.2 Million
Q3 2019 Oct 31, 2019	BUY	$83.3 - $84.54 $4.99 Million - $5.07 Million	59,955 Added 11.73%	571,025 $48.2 Million
Q2 2019 Aug 13, 2019	BUY	N/A	38,682 Added 8.19%	511,070 $42.5 Million
Q1 2019 May 06, 2019	BUY	N/A	11,122 Added 2.41%	472,388 $38.3 Million
Q4 2018 Feb 13, 2019	BUY	N/A	6,773 Added 1.49%	461,266 $36.5 Million
Q3 2018 Nov 13, 2018	BUY	N/A	101,185 Added 28.64%	454,493 $35.8 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-18,329 Reduced 4.93%	353,308 $28 Million
Q1 2018 Apr 17, 2018	BUY	N/A	34,287 Added 10.16%	371,637 $29.7 Million
Q4 2017 Apr 17, 2018	BUY	N/A	337,350	337,350 $27.5 Million

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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Lutz Financial Services LLC Vanguard Bd Index Fd Inc Total Transaction History