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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Holistic Planning, LLC holds 8,695 shares of BIV stock, worth $669,688. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,695
Previous 9,486 8.34%
Holding current value
$669,688
Previous $709 Million 6.08%
% of portfolio
0.23%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$73.78 - $76.59 $58,359 - $60,582
-791 Reduced 8.34%
8,695 $666 Million
Q4 2024

Jan 24, 2025
BUY
$74.5 - $78.37 $28,831 - $30,329
387 Added 4.25%
9,486 $709 Million
Q3 2024

Nov 01, 2024
BUY
$74.26 - $78.84 $675,691 - $717,365
9,099 New
9,099 $713 Million

Others Institutions Holding BIV

# of Institutions
1,006
Shares Held
190M
Call Options Held
8.6K
Put Options Held
6K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
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