A detailed history of Total Wealth Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Total Wealth Planning, LLC holds 7,013 shares of BSV stock, worth $552,834. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,013
Previous 7,006 0.1%
Holding current value
$552,834
Previous $537,000 -0.0%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$75.81 - $76.76 $530 - $537
7 Added 0.1%
7,013 $537,000
Q1 2024

Apr 18, 2024

BUY
$76.34 - $77.25 $229 - $231
3 Added 0.04%
7,006 $537,000
Q4 2023

Feb 05, 2024

BUY
$74.64 - $77.03 $522,703 - $539,441
7,003 New
7,003 $539,000

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, 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 Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.