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

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 7,084 shares of BND stock, worth $506,718. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,084

Previous 7,084 -0.0%

Holding current value

$506,718

Previous $510,000 4.31%

% of portfolio

0.2%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$70.55 - $72.66 $559,532 - $576,266	-7,931 Reduced 52.82%	7,084 $510,000
Q1 2024 May 06, 2024	SELL	$71.76 - $73.66 $334,903 - $343,771	-4,667 Reduced 23.71%	15,015 $1.09 Million
Q4 2023 Jan 31, 2024	BUY	$68.04 - $73.9 $871,660 - $946,732	12,811 Added 186.45%	19,682 $1.45 Million
Q3 2023 Nov 03, 2023	BUY	$69.63 - $72.91 $9,608 - $10,061	138 Added 2.05%	6,871 $479,000
Q2 2023 Jul 28, 2023	BUY	$72.23 - $74.46 $28,603 - $29,486	396 Added 6.25%	6,733 $489,000
Q1 2023 May 03, 2023	SELL	$71.33 - $74.57 $317,703 - $332,134	-4,454 Reduced 41.28%	6,337 $467,000
Q4 2022 Feb 06, 2023	BUY	$69.38 - $73.88 $748,679 - $797,239	10,791 New	10,791 $775,000
Q4 2021 Feb 02, 2022	SELL	$84.47 - $85.89 $10,727 - $10,908	-127 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$84.67 - $85.92 $84 - $85	1 Added 0.79%	127 $11,000
Q4 2020 Feb 10, 2021	BUY	$87.44 - $88.49 $11,017 - $11,149	126 New	126 $11,000

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

950M

Call Options Held

379K

Put Options Held

101K

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