Essential Planning, Llc. Vanguard Bd Index Fd Inc Total Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Essential Planning, Llc. holds 763,229 shares of BND stock, worth $56.6 Million. This represents 19.54% of its overall portfolio holdings.

Number of Shares

763,229

Previous 768,404 0.67%

Holding current value

$56.6 Million

Previous $56.6 Billion 0.32%

% of portfolio

19.54%

Previous 21.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$72.57 - $74.72 $375,549 - $386,676	-5,175 Reduced 0.67%	763,229 $56.8 Billion
Q2 2025 Aug 14, 2025	BUY	$72.02 - $73.82 $1.22 Million - $1.25 Million	16,967 Added 2.26%	768,404 $56.6 Billion
Q1 2025 May 08, 2025	SELL	$71.17 - $73.66 $3.21 Billion - $3.32 Billion	-45,093,075 Reduced 98.36%	751,437 $55.2 Billion
Q4 2024 Feb 07, 2025	BUY	$71.75 - $75.11 $3.24 Billion - $3.39 Billion	45,154,186 Added 6540.99%	45,844,512 $3.3 Billion
Q3 2024 Nov 07, 2024	BUY	$71.45 - $75.64 $1.17 Million - $1.24 Million	16,405 Added 2.43%	690,326 $51.9 Million

Q2 2024 Aug 14, 2024	BUY	$70.55 - $72.66 $46.7 Million - $48.1 Million	662,461 Added 5780.64%	673,921 $48.6 Million
Q4 2023 Feb 13, 2024	BUY	$68.04 - $73.9 $529,827 - $575,459	7,787 Added 212.01%	11,460 $842,000
Q3 2023 Nov 08, 2023	BUY	$69.63 - $72.91 $255,750 - $267,798	3,673 New	3,673 $256,000

Others Institutions Holding BND

# of Institutions

1,876

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

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Essential Planning, Llc. Vanguard Bd Index Fd Inc Total Transaction History