Investments & Financial Planning, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Investments & Financial Planning, LLC

$149 Million
Q2 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 29,371 shares of BIV stock, worth $2.31 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

29,371

Previous 28,452 3.23%

Holding current value

$2.31 Million

Previous $2.15 Million 2.52%

% of portfolio

1.48%

Previous 1.47%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$73.13 - $75.43 $67,206 - $69,320	919 Added 3.23%	29,371 $2.2 Million
Q1 2024 May 03, 2024	BUY	$74.51 - $76.61 $113,776 - $116,983	1,527 Added 5.67%	28,452 $2.15 Million
Q4 2023 Jan 18, 2024	BUY	$70.49 - $76.74 $35,949 - $39,137	510 Added 1.93%	26,925 $2.06 Million
Q3 2023 Oct 18, 2023	SELL	$72.11 - $75.67 $25,887 - $27,165	-359 Reduced 1.34%	26,415 $1.91 Million
Q2 2023 Jul 18, 2023	SELL	$74.96 - $77.47 $99,471 - $102,802	-1,327 Reduced 4.72%	26,774 $2.01 Million
Q1 2023 May 02, 2023	SELL	$73.57 - $77.31 $64,300 - $67,568	-874 Reduced 3.02%	28,101 $2.16 Million
Q4 2022 Feb 28, 2023	SELL	$71.64 - $76.32 $186,765 - $198,966	-2,607 Reduced 8.25%	28,975 $2.15 Million
Q2 2022 Aug 11, 2022	BUY	$75.37 - $81.44 $19,068 - $20,604	253 Added 0.81%	31,582 $2.45 Million
Q1 2022 May 09, 2022	SELL	$81.03 - $87.06 $8,427 - $9,054	-104 Reduced 0.33%	31,329 $2.57 Million
Q4 2021 Feb 11, 2022	BUY	$87.51 - $89.66 $2.75 Million - $2.82 Million	31,433 New	31,433 $2.64 Million

Others Institutions Holding BIV

# of Institutions

867

Shares Held

149M

Call Options Held

5.9K

Put Options Held

13.2K

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About VANGUARD BD INDEX FD INC INTER

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Investments & Financial Planning, LLC Vanguard Bd Index Fd Inc Inter Transaction History