A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 92,810 shares of BSV stock, worth $7.29 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
92,810
Previous 27,615 236.09%
Holding current value
$7.29 Million
Previous $2.16 Million 237.99%
% of portfolio
3.6%
Previous 1.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

BUY
$77.74 - $78.78 $5.07 Million - $5.14 Million
65,195 Added 236.09%
92,810 $7.3 Million
Q1 2025

Apr 22, 2025

SELL
$76.94 - $78.28 $2.67 Million - $2.72 Million
-34,687 Reduced 55.68%
27,615 $2.16 Million
Q4 2024

Jan 22, 2025

BUY
$77.02 - $78.58 $4.8 Million - $4.9 Million
62,302 New
62,302 $4.81 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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