Life Planning Partners, Inc Vanguard Bd Index Fd Inc Short Transaction History

Life Planning Partners, Inc

$120 Million
Q2 2025

A detailed history of Life Planning Partners, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Life Planning Partners, Inc holds 6,861 shares of BSV stock, worth $538,725. This represents 0.45% of its overall portfolio holdings.

Number of Shares

6,861

Previous 7,188 4.55%

Holding current value

$538,725

Previous $562,000 4.09%

% of portfolio

0.45%

Previous 0.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$77.74 - $78.78 $25,420 - $25,761	-327 Reduced 4.55%	6,861 $539,000
Q4 2024 Feb 12, 2025	SELL	$77.02 - $78.58 $42.2 Million - $43.1 Million	-548,229 Reduced 98.71%	7,188 $555,000
Q4 2024 Jan 29, 2025	BUY	$77.02 - $78.58 $42.2 Million - $43.1 Million	548,209 Added 7605.56%	555,417 $42.9 Million
Q3 2024 Oct 29, 2024	SELL	$76.38 - $78.87 $11,457 - $11,830	-150 Reduced 2.04%	7,208 $567,000
Q2 2024 Jul 30, 2024	SELL	$75.81 - $76.76 $17,208 - $17,424	-227 Reduced 2.99%	7,358 $564,000
Q1 2024 May 01, 2024	BUY	$76.34 - $77.25 $405,747 - $410,583	5,315 Added 234.14%	7,585 $581,000
Q4 2023 Jan 19, 2024	BUY	$74.64 - $77.03 $11,046 - $11,400	148 Added 6.97%	2,270 $174,000
Q3 2022 Oct 13, 2022	BUY	$74.52 - $77.47 $96,652 - $100,478	1,297 Added 157.21%	2,122 $0
Q2 2022 Jul 20, 2022	BUY	$75.68 - $77.74 $6,432 - $6,607	85 Added 11.49%	825 $63,000
Q1 2022 Apr 25, 2022	BUY	$77.66 - $80.73 $57,468 - $59,740	740 New	740 $58,000

Others Institutions Holding BSV

# of Institutions

1,379

Shares Held

423M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Account

Life Planning Partners, Inc Vanguard Bd Index Fd Inc Short Transaction History