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

Strategic Financial Planning, Inc.

$134 Million
Q1 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 12,200 shares of BND stock, worth $879,253. This represents 0.66% of its overall portfolio holdings.

Number of Shares

12,200

Previous 15,382 20.69%

Holding current value

$879,253

Previous $1.13 Million 21.66%

% of portfolio

0.66%

Previous 0.88%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$71.76 - $73.66 $228,340 - $234,386	-3,182 Reduced 20.69%	12,200 $886,000
Q4 2023 Feb 12, 2024	SELL	$68.04 - $73.9 $299,171 - $324,938	-4,397 Reduced 22.23%	15,382 $1.13 Million
Q3 2023 Nov 09, 2023	BUY	$69.63 - $72.91 $89,892 - $94,126	1,291 Added 6.98%	19,779 $1.38 Million
Q2 2023 Aug 10, 2023	SELL	$72.23 - $74.46 $318,534 - $328,368	-4,410 Reduced 19.26%	18,488 $1.34 Million
Q1 2023 May 10, 2023	SELL	$71.33 - $74.57 $26,677 - $27,889	-374 Reduced 1.61%	22,898 $1.69 Million

Q4 2022 Feb 14, 2023	BUY	$69.75 - $73.88 $201,647 - $213,587	2,891 Added 14.18%	23,272 $1.67 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-3,056 Reduced 13.04%	20,381 $1.45 Million
Q2 2022 Aug 03, 2022	BUY	N/A	2,569 Added 12.31%	23,437 $1.76 Million
Q1 2022 May 05, 2022	SELL	N/A	-2,112 Reduced 9.19%	20,868 $1.66 Million
Q4 2021 Feb 07, 2022	SELL	N/A	-709 Reduced 2.99%	22,980 $1.95 Million
Q3 2021 Nov 09, 2021	BUY	N/A	289 Added 1.24%	23,689 $2.02 Million
Q2 2021 Aug 06, 2021	BUY	N/A	340 Added 1.47%	23,400 $2.01 Million
Q1 2021 May 07, 2021	BUY	N/A	7,243 Added 45.79%	23,060 $1.95 Million
Q4 2020 Feb 11, 2021	BUY	N/A	338 Added 2.18%	15,817 $1.4 Million
Q3 2020 Nov 09, 2020	SELL	N/A	-1,490 Reduced 8.78%	15,479 $1.37 Million
Q2 2020 Aug 07, 2020	SELL	N/A	-1,075 Reduced 5.96%	16,969 $1.5 Million
Q1 2020 Apr 21, 2020	SELL	N/A	-2,449 Reduced 11.95%	18,044 $1.54 Million
Q4 2019 Feb 13, 2020	BUY	N/A	20,493 New	20,493 $1.72 Million

Others Institutions Holding BND

# of Institutions

1,491

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

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