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

Total Wealth Planning, LLC

$604 Million
Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Total Wealth Planning, LLC holds 54,814 shares of BND stock, worth $3.95 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

54,814

Previous 47,186 16.17%

Holding current value

$3.95 Million

Previous $3.54 Million 11.2%

% of portfolio

0.65%

Previous 0.59%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$71.75 - $75.11 $547,309 - $572,939	7,628 Added 16.17%	54,814 $3.94 Million
Q3 2024 Oct 10, 2024	SELL	$71.45 - $75.64 $9,359 - $9,908	-131 Reduced 0.28%	47,186 $3.54 Million
Q2 2024 Aug 02, 2024	BUY	$70.55 - $72.66 $36,474 - $37,565	517 Added 1.1%	47,317 $3.41 Million
Q1 2024 Apr 18, 2024	SELL	$71.76 - $73.66 $127,589 - $130,967	-1,778 Reduced 3.66%	46,800 $3.4 Million
Q4 2023 Feb 05, 2024	SELL	$68.04 - $73.9 $219,224 - $238,105	-3,222 Reduced 6.22%	48,578 $3.57 Million
Q3 2023 Nov 08, 2023	SELL	$69.63 - $72.91 $145,874 - $152,746	-2,095 Reduced 3.89%	51,800 $3.61 Million
Q2 2023 Jul 31, 2023	SELL	$72.23 - $74.46 $87,687 - $90,394	-1,214 Reduced 2.2%	53,895 $3.92 Million
Q1 2023 Apr 14, 2023	SELL	$71.33 - $74.57 $117,052 - $122,369	-1,641 Reduced 2.89%	55,109 $4.07 Million
Q4 2022 Feb 02, 2023	SELL	$69.38 - $73.88 $2.3 Million - $2.45 Million	-33,176 Reduced 36.89%	56,750 $4.08 Million
Q3 2022 Nov 14, 2022	SELL	$70.77 - $77.08 $109,905 - $119,705	-1,553 Reduced 1.7%	89,926 $6.41 Million
Q2 2022 Aug 01, 2022	BUY	$73.3 - $79.23 $3.84 Million - $4.15 Million	52,354 Added 133.81%	91,479 $6.89 Million
Q1 2022 May 13, 2022	BUY	$78.72 - $84.18 $1.93 Million - $2.06 Million	24,478 Added 167.12%	39,125 $3.11 Million
Q4 2021 Feb 09, 2022	BUY	$84.47 - $85.89 $87,088 - $88,552	1,031 Added 7.57%	14,647 $1.19 Million
Q3 2021 Nov 04, 2021	BUY	$85.45 - $86.85 $427 - $434	5 Added 0.04%	13,616 $1.16 Million
Q2 2021 Aug 16, 2021	BUY	$84.67 - $85.92 $26,078 - $26,463	308 Added 2.32%	13,611 $1.17 Million
Q1 2021 May 17, 2021	BUY	$84.36 - $88.07 $19,908 - $20,784	236 Added 1.81%	13,303 $1.13 Million
Q4 2020 Feb 11, 2021	BUY	$87.44 - $88.49 $41,708 - $42,209	477 Added 3.79%	13,067 $1.15 Million
Q3 2020 Nov 10, 2020	BUY	$88.13 - $89.48 $93,594 - $95,027	1,062 Added 9.21%	12,590 $1.11 Million
Q2 2020 Aug 13, 2020	BUY	$85.6 - $88.34 $39,804 - $41,078	465 Added 4.2%	11,528 $1.02 Million
Q1 2020 May 13, 2020	SELL	$80.33 - $87.96 $258,662 - $283,231	-3,220 Reduced 22.54%	11,063 $944,000
Q4 2019 Feb 11, 2020	BUY	$83.39 - $84.94 $17,595 - $17,922	211 Added 1.5%	14,283 $1.2 Million
Q3 2019 Nov 07, 2019	SELL	$83.3 - $84.54 $48,730 - $49,455	-585 Reduced 3.99%	14,072 $1.19 Million
Q2 2019 Aug 06, 2019	BUY	N/A	10 Added 0.07%	14,657 $1.22 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,238 Reduced 7.79%	14,647 $1.19 Million
Q4 2018 Feb 14, 2019	BUY	N/A	15,885 New	15,885 $1.26 Million

Others Institutions Holding BND

# of Institutions

1,594

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

View Full List

About VANGUARD BD INDEX FD INC TOTAL

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