Heritage Financial Services, LLC Vanguard Bd Index Fd Inc Total Transaction History

Heritage Financial Services, LLC

$1.09 Billion
Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Heritage Financial Services, LLC holds 13,550 shares of BND stock, worth $1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,550

Previous 13,490 0.44%

Holding current value

$1 Million

Previous $993,000 1.41%

% of portfolio

0.09%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$72.57 - $74.72 $4,354 - $4,483	60 Added 0.44%	13,550 $1.01 Million
Q2 2025 Jul 18, 2025	SELL	$72.02 - $73.82 $433,344 - $444,174	-6,017 Reduced 30.85%	13,490 $993,000
Q1 2025 May 14, 2025	BUY	$71.17 - $73.66 $265,037 - $274,309	3,724 Added 23.6%	19,507 $1.43 Million
Q4 2024 Jan 23, 2025	BUY	$71.75 - $75.11 $47,068 - $49,272	656 Added 4.34%	15,783 $1.13 Million
Q3 2024 Oct 23, 2024	BUY	$71.45 - $75.64 $47,585 - $50,376	666 Added 4.61%	15,127 $1.14 Million

Q2 2024 Jul 23, 2024	BUY	$70.55 - $72.66 $20,882 - $21,507	296 Added 2.09%	14,461 $1.04 Million
Q1 2024 May 14, 2024	SELL	$71.76 - $73.66 $300,028 - $307,972	-4,181 Reduced 22.79%	14,165 $1.03 Million
Q4 2023 Feb 02, 2024	BUY	$68.04 - $73.9 $1.25 Million - $1.36 Million	18,346 New	18,346 $1.35 Million
Q2 2022 Jul 19, 2022	SELL	$73.3 - $79.23 $438,480 - $473,953	-5,982 Closed	0 $0
Q1 2022 Aug 30, 2022	BUY	$78.72 - $84.18 $470,903 - $503,564	5,982 New	5,982 $475,000

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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Heritage Financial Services, LLC Vanguard Bd Index Fd Inc Total Transaction History