Sunesis Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Sunesis Advisors, LLC

$165 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	BUY	$69.63 - $72.91 $50,412 - $52,786	724 Added 6.4%	12,029 $839,000
Q4 2022 Feb 02, 2023	BUY	$69.38 - $73.88 $161,655 - $172,140	2,330 Added 25.96%	11,305 $812,000
Q3 2022 Nov 02, 2022	BUY	$70.77 - $77.08 $635,160 - $691,793	8,975 New	8,975 $640,000
Q2 2022 Jul 27, 2022	SELL	$73.3 - $79.23 $304,121 - $328,725	-4,149 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$78.72 - $84.18 $9,840 - $10,522	125 Added 3.11%	4,149 $330,000
Q4 2020 Jan 29, 2021	SELL	$87.44 - $88.49 $11,804 - $11,946	-135 Reduced 3.25%	4,024 $355,000
Q1 2020 Apr 27, 2020	BUY	$80.33 - $87.96 $160 - $175	2 Added 0.05%	4,159 $355,000
Q4 2019 Jan 27, 2020	SELL	$83.39 - $84.94 $13,759 - $14,015	-165 Reduced 3.82%	4,157 $349,000
Q1 2019 Apr 29, 2019	SELL	N/A	-153 Reduced 3.42%	4,322 $351,000
Q4 2018 Jan 25, 2019	BUY	N/A	4,475 New	4,475 $354,000

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.05 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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