Forum Financial Management, LP Vanguard Bd Index Fd Inc Total Transaction History

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Forum Financial Management, LP holds 5,774 shares of BND stock, worth $421,502. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,774
Previous 5,774 -0.0%
Holding current value
$421,502
Previous $415,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$71.75 - $75.11 $151,392 - $158,482
2,110 Added 57.59%
5,774 $415,000
Q3 2024

Oct 29, 2024
SELL
$71.45 - $75.64 $58,231 - $61,646
-815 Reduced 18.2%
3,664 $275,000
Q2 2024

Jul 30, 2024
SELL
$70.55 - $72.66 $124,168 - $127,881
-1,760 Reduced 28.21%
4,479 $322,000
Q1 2024

May 09, 2024
BUY
$71.76 - $73.66 $52,456 - $53,845
731 Added 13.27%
6,239 $453,000
Q4 2023

Feb 07, 2024
SELL
$68.04 - $73.9 $63,821 - $69,318
-938 Reduced 14.55%
5,508 $405,000
Q3 2023

Nov 03, 2023
SELL
$69.63 - $72.91 $77,358 - $81,003
-1,111 Reduced 14.7%
6,446 $449,000
Q2 2023

Jul 26, 2023
BUY
$72.23 - $74.46 $91,659 - $94,489
1,269 Added 20.18%
7,557 $549,000
Q1 2023

Apr 19, 2023
SELL
$71.33 - $74.57 $124,827 - $130,497
-1,750 Reduced 21.77%
6,288 $464,000
Q4 2022

Jan 24, 2023
BUY
$69.38 - $73.88 $116,350 - $123,896
1,677 Added 26.36%
8,038 $0
Q3 2022

Nov 07, 2022
SELL
$70.77 - $77.08 $176,641 - $192,391
-2,496 Reduced 28.18%
6,361 $454,000
Q2 2022

Aug 15, 2022
SELL
$73.3 - $79.23 $522,042 - $564,276
-7,122 Reduced 44.57%
8,857 $667,000
Q1 2022

May 16, 2022
BUY
$78.72 - $84.18 $86,906 - $92,934
1,104 Added 7.42%
15,979 $1.27 Million
Q4 2021

Feb 18, 2022
BUY
$84.47 - $85.89 $1.26 Million - $1.28 Million
14,875 New
14,875 $1.26 Million

Others Institutions Holding BND

# of Institutions
1,729
Shares Held
1.13B
Call Options Held
73.9K
Put Options Held
10.4K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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