Sweet Financial Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 3,982 shares of BND stock, worth $289,730. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,982

Previous 4,048 1.63%

Holding current value

$289,730

Previous $291,000 2.75%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$71.45 - $75.64 $4,715 - $4,992	-66 Reduced 1.63%	3,982 $299,000
Q2 2024 Jul 18, 2024	SELL	$70.55 - $72.66 $11,288 - $11,625	-160 Reduced 3.8%	4,048 $291,000
Q1 2024 Apr 23, 2024	SELL	$71.76 - $73.66 $98,526 - $101,135	-1,373 Reduced 24.6%	4,208 $305,000
Q4 2023 Jan 12, 2024	SELL	$68.04 - $73.9 $31,094 - $33,772	-457 Reduced 7.57%	5,581 $410,000
Q3 2023 Oct 23, 2023	SELL	$69.63 - $72.91 $68,307 - $71,524	-981 Reduced 13.98%	6,038 $421,000
Q2 2023 Jul 24, 2023	SELL	$72.23 - $74.46 $89,781 - $92,553	-1,243 Reduced 15.04%	7,019 $510,000
Q1 2023 Apr 14, 2023	SELL	$71.33 - $74.57 $2.89 Million - $3.03 Million	-40,575 Reduced 83.08%	8,262 $609,000
Q4 2022 Jan 19, 2023	BUY	$69.38 - $73.88 $3.39 Million - $3.61 Million	48,837 New	48,837 $0

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

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Sweet Financial Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History