Sterling Financial Planning, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 56,572 shares of BSV stock, worth $4.38 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

56,572

Previous 43,911 28.83%

Holding current value

$4.38 Million

Previous $3.46 Million 26.51%

% of portfolio

1.66%

Previous 1.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$77.02 - $78.58 $975,150 - $994,901	12,661 Added 28.83%	56,572 $4.37 Million
Q3 2024 Oct 31, 2024	BUY	$76.38 - $78.87 $188,429 - $194,572	2,467 Added 5.95%	43,911 $3.46 Million
Q2 2024 Jul 30, 2024	SELL	$75.81 - $76.76 $128,952 - $130,568	-1,701 Reduced 3.94%	41,444 $3.18 Million
Q1 2024 May 06, 2024	BUY	$76.34 - $77.25 $116,647 - $118,038	1,528 Added 3.67%	43,145 $3.31 Million
Q4 2023 Jan 31, 2024	BUY	$74.64 - $77.03 $432,090 - $445,926	5,789 Added 16.16%	41,617 $3.21 Million
Q3 2023 Nov 03, 2023	BUY	$74.97 - $75.93 $181,427 - $183,750	2,420 Added 7.24%	35,828 $2.69 Million
Q2 2023 Jul 28, 2023	BUY	$75.52 - $76.97 $237,812 - $242,378	3,149 Added 10.41%	33,408 $2.52 Million
Q1 2023 May 03, 2023	BUY	$74.67 - $76.76 $69,517 - $71,463	931 Added 3.17%	30,259 $2.31 Million
Q4 2022 Feb 06, 2023	BUY	$74.07 - $75.87 $1.09 Million - $1.12 Million	14,729 Added 100.89%	29,328 $2.21 Million
Q3 2022 Nov 01, 2022	BUY	$74.52 - $77.47 $604,804 - $628,746	8,116 Added 125.19%	14,599 $1.09 Million
Q2 2022 Jul 27, 2022	BUY	$75.68 - $77.74 $143,564 - $147,472	1,897 Added 41.37%	6,483 $498,000
Q1 2022 May 10, 2022	SELL	$77.66 - $80.73 $38,364 - $39,880	-494 Reduced 9.72%	4,586 $357,000
Q4 2021 Feb 02, 2022	BUY	$80.78 - $81.98 $109,860 - $111,492	1,360 Added 36.56%	5,080 $411,000
Q3 2021 Oct 28, 2021	BUY	$81.9 - $82.4 $15,806 - $15,903	193 Added 5.47%	3,720 $305,000
Q2 2021 Aug 02, 2021	BUY	$82.08 - $82.43 $208,072 - $208,960	2,535 Added 255.54%	3,527 $290,000
Q1 2021 Apr 28, 2021	BUY	$82.08 - $82.89 $78,960 - $79,740	962 Added 3206.67%	992 $82,000
Q4 2020 Feb 10, 2021	BUY	$82.67 - $82.96 $2,480 - $2,488	30 New	30 $2,000

Others Institutions Holding BSV

# of Institutions

1,341

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Sterling Financial Planning, Inc. Vanguard Bd Index Fd Inc Short Transaction History