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

Heritage Financial Services, LLC

$733 Million
Q4 2024

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 15,783 shares of BND stock, worth $1.15 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

15,783

Previous 15,127 4.34%

Holding current value

$1.15 Million

Previous $1.14 Million 0.18%

% of portfolio

0.15%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,729

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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