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

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 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 30,516 shares of BIV stock, worth $2.3 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
30,516
Previous 29,371 3.9%
Holding current value
$2.3 Million
Previous $2.2 Million 8.73%
% of portfolio
1.51%
Previous 1.48%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$74.26 - $78.84 $85,027 - $90,271
1,145 Added 3.9%
30,516 $2.39 Million
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
898
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

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