A detailed history of Financial Planning & Information Services, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 357,046 shares of BSV stock, worth $28.1 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
357,046
Previous 371,756 3.96%
Holding current value
$28.1 Million
Previous $28.5 Million 3.92%
% of portfolio
4.18%
Previous 4.28%

Shares

42 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$75.81 - $76.76 $1.12 Million - $1.13 Million
-14,710 Reduced 3.96%
357,046 $27.4 Million
Q1 2024

May 14, 2024

SELL
$76.34 - $77.25 $1.89 Million - $1.91 Million
-24,749 Reduced 6.24%
371,756 $28.5 Million
Q3 2023

Nov 14, 2023

SELL
$74.97 - $75.93 $2.69 Million - $2.72 Million
-35,871 Reduced 8.3%
396,505 $29.8 Million
Q2 2023

Aug 11, 2023

BUY
$75.52 - $76.97 $3.19 Million - $3.25 Million
42,183 Added 10.81%
432,376 $32.7 Million
Q1 2023

May 02, 2023

BUY
$74.67 - $76.76 $6.85 Million - $7.04 Million
91,690 Added 30.72%
390,193 $29.8 Million
Q4 2022

Feb 13, 2023

BUY
$74.07 - $75.87 $1.26 Million - $1.29 Million
17,035 Added 6.05%
298,503 $22.5 Million
Q3 2022

Oct 25, 2022

BUY
$74.52 - $77.47 $5.77 Million - $5.99 Million
77,379 Added 37.91%
281,468 $21.1 Million
Q2 2022

Jul 19, 2022

BUY
$75.68 - $77.74 $2.96 Million - $3.04 Million
39,134 Added 23.72%
204,089 $15.7 Million
Q1 2022

Apr 19, 2022

BUY
$77.66 - $80.73 $4.24 Million - $4.41 Million
54,572 Added 49.44%
164,955 $12.9 Million
Q4 2021

Feb 02, 2022

BUY
$80.78 - $81.98 $211,158 - $214,295
2,614 Added 2.43%
110,383 $8.92 Million
Q3 2021

Oct 13, 2021

BUY
$81.9 - $82.4 $41,195 - $41,447
503 Added 0.47%
107,769 $8.83 Million
Q2 2021

Jul 29, 2021

BUY
$82.08 - $82.43 $1.08 Million - $1.09 Million
13,171 Added 14.0%
107,266 $8.81 Million
Q1 2021

Apr 20, 2021

BUY
$82.08 - $82.89 $803,891 - $811,824
9,794 Added 11.62%
94,095 $7.73 Million
Q4 2020

Feb 08, 2021

BUY
$82.67 - $82.96 $1.13 Million - $1.13 Million
13,644 Added 19.31%
84,301 $6.99 Million
Q3 2020

May 24, 2021

BUY
$82.96 - $83.3 $1.71 Million - $1.72 Million
20,662 Added 41.33%
70,657 $5.87 Million
Q2 2020

May 24, 2021

BUY
$81.78 - $83.12 $1.9 Million - $1.93 Million
23,224 Added 86.75%
49,995 $4.16 Million
Q1 2020

May 24, 2021

BUY
$78.67 - $82.51 $30,445 - $31,931
387 Added 1.47%
26,771 $2.2 Million
Q4 2019

May 24, 2021

BUY
$80.41 - $81.14 $107,829 - $108,808
1,341 Added 5.35%
26,384 $2.13 Million
Q3 2019

May 24, 2021

SELL
$80.39 - $80.84 $626,881 - $630,390
-7,798 Reduced 23.74%
25,043 $2.02 Million
Q2 2019

May 24, 2021

SELL
N/A
-15,651 Reduced 32.28%
32,841 $2.65 Million
Q1 2019

May 24, 2021

SELL
N/A
-48,587 Reduced 50.05%
48,492 $3.86 Million
Q4 2018

May 24, 2021

SELL
N/A
-80,370 Reduced 45.29%
97,079 $7.63 Million
Q3 2018

May 24, 2021

SELL
N/A
-13,407 Reduced 7.02%
177,449 $13.8 Million
Q2 2018

May 24, 2021

SELL
N/A
-11,125 Reduced 5.51%
190,856 $14.9 Million
Q1 2018

May 24, 2021

SELL
N/A
-13,631 Reduced 6.32%
201,981 $15.8 Million
Q4 2017

May 24, 2021

SELL
N/A
-6,621 Reduced 2.98%
215,612 $17.1 Million
Q3 2017

May 24, 2021

SELL
N/A
-51,461 Reduced 18.8%
222,233 $17.7 Million
Q2 2017

May 24, 2021

BUY
N/A
5,664 Added 2.11%
273,694 $21.9 Million
Q1 2017

May 24, 2021

BUY
N/A
22,197 Added 9.03%
268,030 $21.4 Million
Q4 2016

May 24, 2021

SELL
N/A
-307 Reduced 0.12%
245,833 $19.5 Million
Q3 2016

May 24, 2021

BUY
N/A
12,673 Added 5.43%
246,140 $19.9 Million
Q2 2016

May 24, 2021

BUY
N/A
33,262 Added 16.61%
233,467 $18.9 Million
Q1 2016

May 24, 2021

BUY
N/A
81,983 Added 69.35%
200,205 $16.1 Million
Q4 2015

May 24, 2021

BUY
N/A
53,779 Added 83.45%
118,222 $9.41 Million
Q3 2015

May 24, 2021

BUY
N/A
8,357 Added 14.9%
64,443 $5.18 Million
Q2 2015

May 24, 2021

BUY
N/A
16,373 Added 41.23%
56,086 $4.5 Million
Q1 2015

May 24, 2021

BUY
N/A
505 Added 1.29%
39,713 $3.2 Million
Q4 2014

May 24, 2021

SELL
N/A
-194 Reduced 0.49%
39,208 $3.16 Million
Q3 2014

May 24, 2021

SELL
N/A
-1,311 Reduced 3.22%
39,402 $3.16 Million
Q2 2014

May 24, 2021

SELL
N/A
-9,685 Reduced 19.22%
40,713 $3.27 Million
Q1 2014

May 24, 2021

BUY
N/A
309 Added 0.62%
50,398 $4.04 Million
Q4 2013

May 24, 2021

BUY
N/A
50,089
50,089 $4 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.