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

Phillips Financial Management, LLC

$1.45 Billion
Q3 2025

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 115 shares of BLV stock, worth $8,276. This represents 0.0% of its overall portfolio holdings.

Number of Shares

115

Previous 205 43.9%

Holding current value

$8,276

Previous $14,000 42.86%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$67.48 - $71.55 $6,073 - $6,439	-90 Reduced 43.9%	115 $8,000
Q2 2025 Jul 30, 2025	SELL	$66.5 - $71.25 $24,206 - $25,935	-364 Reduced 63.97%	205 $14,000
Q1 2025 Apr 30, 2025	BUY	$66.9 - $71.57 $24,351 - $26,051	364 Added 177.56%	569 $40,000
Q4 2024 Feb 10, 2025	SELL	$68.25 - $75.42 $14,400 - $15,913	-211 Reduced 50.72%	205 $14,000
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

406

Shares Held

47.1M

Call Options Held

41.1K

Put Options Held

11.1K

View Full List

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

More about BLV

Track This Portfolio

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.

Account

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