Holistic Planning, LLC Vanguard Bd Index Fd Inc Total Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Holistic Planning, LLC holds 13,370 shares of BND stock, worth $991,519. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,370
Previous 13,027 2.63%
Holding current value
$991,519
Previous $959 Million 3.66%
% of portfolio
0.26%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$72.57 - $74.72 $24,891 - $25,628
343 Added 2.63%
13,370 $994 Million
Q2 2025

Jul 28, 2025
SELL
$72.02 - $73.82 $37,738 - $38,681
-524 Reduced 3.87%
13,027 $959 Million
Q1 2025

Apr 23, 2025
BUY
$71.17 - $73.66 $22,774 - $23,571
320 Added 2.42%
13,551 $995 Million
Q4 2024

Jan 24, 2025
BUY
$71.75 - $75.11 $150,818 - $157,881
2,102 Added 18.89%
13,231 $951 Million
Q3 2024

Nov 01, 2024
BUY
$71.45 - $75.64 $795,167 - $841,797
11,129 New
11,129 $836 Million

Others Institutions Holding BND

# of Institutions
1,876
Shares Held
1.16B
Call Options Held
93.5K
Put Options Held
20.2K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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