Sensible Financial Planning & Management, Llc. Vanguard Bd Index Fd Inc Inter Transaction History

Sensible Financial Planning & Management, Llc.

$507 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$75.37 - $81.44 $2.57 Million - $2.77 Million	-34,036 Reduced 80.1%	8,456 $657,000
Q1 2022 May 18, 2022	SELL	$81.03 - $87.06 $19.3 Million - $20.7 Million	-237,937 Reduced 84.85%	42,492 $3.48 Million
Q4 2021 Feb 11, 2022	BUY	$87.51 - $89.66 $14.1 Million - $14.4 Million	161,048 Added 134.9%	280,429 $24.6 Million
Q3 2021 Nov 09, 2021	SELL	$89.41 - $91.32 $3,039 - $3,104	-34 Reduced 0.03%	119,381 $10.7 Million
Q2 2021 Jul 29, 2021	BUY	$88.27 - $90.15 $703,776 - $718,765	7,973 Added 7.15%	119,415 $10.7 Million
Q1 2021 May 17, 2021	SELL	$88.61 - $92.83 $144,788 - $151,684	-1,634 Reduced 1.45%	111,442 $9.89 Million
Q4 2020 Feb 24, 2021	SELL	$92.55 - $93.62 $25,266 - $25,558	-273 Reduced 0.24%	113,076 $10.5 Million
Q3 2020 Nov 06, 2020	SELL	$93.08 - $94.37 $1,861 - $1,887	-20 Reduced 0.02%	113,349 $10.6 Million
Q2 2020 Aug 12, 2020	SELL	$88.97 - $93.19 $542,450 - $568,179	-6,097 Reduced 5.1%	113,369 $10.6 Million
Q1 2020 May 07, 2020	SELL	$83.77 - $92.22 $2.86 Million - $3.15 Million	-34,140 Reduced 22.23%	119,466 $10.7 Million
Q4 2019 Feb 12, 2020	BUY	$86.78 - $88.73 $86 - $88	1 Added 0.0%	153,606 $13.4 Million
Q3 2019 Oct 28, 2019	BUY	$86.72 - $88.11 $122,708 - $124,675	1,415 Added 0.93%	153,605 $13.5 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-9,666 Reduced 5.97%	152,190 $13.2 Million
Q1 2019 May 01, 2019	SELL	N/A	-2,267 Reduced 1.38%	161,856 $13.6 Million
Q4 2018 Feb 06, 2019	BUY	N/A	164,123 New	164,123 $13.3 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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