Phillips Financial Management, LLC Vanguard Bd Index Fd Inc Long Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Phillips Financial Management, LLC holds 416 shares of BLV stock, worth $28,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares
416
Previous 416 -0.0%
Holding current value
$28,595
Previous $29,000 6.9%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$70.55 - $74.4 $6,349 - $6,696
90 Added 27.61%
416 $30,000
Q4 2023

Jan 25, 2024
SELL
$63.1 - $75.48 $15,775 - $18,870
-250 Reduced 43.4%
326 $24,000
Q4 2022

Jan 24, 2023
BUY
$66.85 - $78.06 $16,712 - $19,515
250 Added 76.69%
576 $0
Q3 2022

Nov 08, 2022
BUY
$70.98 - $83.52 $23,139 - $27,227
326 New
326 $23,000
Q2 2022

Jul 22, 2022
SELL
$76.82 - $91.91 $603,882 - $722,504
-7,861 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$89.51 - $101.14 $703,638 - $795,061
7,861 New
7,861 $721,000
Q3 2020

Nov 06, 2020
SELL
$111.25 - $117.53 $1.25 Million - $1.32 Million
-11,255 Closed
0 $0
Q2 2020

Aug 07, 2020
SELL
$105.17 - $111.65 $27,764 - $29,475
-264 Reduced 2.29%
11,255 $1.26 Million
Q4 2019

Feb 19, 2020
SELL
$98.83 - $104.1 $1,185 - $1,249
-12 Reduced 0.1%
11,519 $1.16 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-2,741 Reduced 19.21%
11,531 $1.12 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-99 Reduced 0.69%
14,272 $1.35 Million
Q2 2017

Aug 11, 2017
BUY
N/A
14,371
14,371 $1.33 Million

Others Institutions Holding BLV

# of Institutions
386
Shares Held
42.4M
Call Options Held
27.4K
Put Options Held
158K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
  • Sector ETFs
  • Industry ETFs
More about BLV
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email