West Financial Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, West Financial Advisors, LLC holds 857,544 shares of BND stock, worth $63.2 Million. This represents 11.91% of its overall portfolio holdings.

Number of Shares

857,544

Previous 720,853 18.96%

Holding current value

$63.2 Million

Previous $54.1 Million 13.89%

% of portfolio

11.91%

Previous 10.46%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$71.75 - $75.11 $9.81 Million - $10.3 Million	136,691 Added 18.96%	857,544 $61.7 Million
Q3 2024 Oct 08, 2024	BUY	$71.45 - $75.64 $2.73 Million - $2.89 Million	38,259 Added 5.6%	720,853 $54.1 Million
Q2 2024 Jul 15, 2024	BUY	$70.55 - $72.66 $2.47 Million - $2.54 Million	35,018 Added 5.41%	682,594 $49.2 Million
Q1 2024 Apr 11, 2024	BUY	$71.76 - $73.66 $1.93 Million - $1.98 Million	26,918 Added 4.34%	647,576 $47 Million
Q4 2023 Jan 11, 2024	BUY	$68.04 - $73.9 $3.28 Million - $3.56 Million	48,146 Added 8.41%	620,658 $45.6 Million
Q3 2023 Oct 10, 2023	BUY	$69.63 - $72.91 $1.76 Million - $1.84 Million	25,296 Added 4.62%	572,512 $39.9 Million
Q2 2023 Jul 07, 2023	BUY	$72.23 - $74.46 $2.7 Million - $2.78 Million	37,351 Added 7.33%	547,216 $39.8 Million
Q1 2023 Apr 18, 2023	BUY	$71.33 - $74.57 $678,918 - $709,757	9,518 Added 1.9%	509,865 $37.6 Million
Q4 2022 Jan 10, 2023	BUY	$69.38 - $73.88 $3.08 Million - $3.28 Million	44,335 Added 9.72%	500,347 $0
Q3 2022 Oct 11, 2022	BUY	$70.77 - $77.08 $3.06 Million - $3.34 Million	43,293 Added 10.49%	456,012 $32.5 Million
Q2 2022 Jul 14, 2022	SELL	$73.3 - $79.23 $298,404 - $322,545	-4,071 Reduced 0.98%	412,719 $31.1 Million
Q1 2022 Apr 18, 2022	BUY	$78.72 - $84.18 $1.13 Million - $1.21 Million	14,415 Added 3.58%	416,790 $33.2 Million
Q4 2021 Jan 19, 2022	SELL	$84.47 - $85.89 $4.02 Million - $4.09 Million	-47,603 Reduced 10.58%	402,375 $34.1 Million
Q3 2021 Oct 13, 2021	BUY	$85.45 - $86.85 $2.18 Million - $2.22 Million	25,511 Added 6.01%	449,978 $38.5 Million
Q2 2021 Jul 27, 2021	BUY	$84.67 - $85.92 $3.53 Million - $3.58 Million	41,660 Added 10.88%	424,467 $36.5 Million
Q1 2021 Apr 20, 2021	BUY	$84.36 - $88.07 $545,724 - $569,724	6,469 Added 1.72%	382,807 $32.4 Million
Q4 2020 Feb 22, 2021	BUY	$87.44 - $88.49 $4.9 Million - $4.95 Million	55,982 Added 17.47%	376,338 $33.2 Million
Q4 2020 Feb 02, 2021	BUY	$87.44 - $88.49 $28 Million - $28.3 Million	320,356 New	320,356 $28.3 Billion

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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West Financial Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History