Waller Financial Planning Group, Inc Vanguard Bd Index Fd Inc Short Transaction History

Waller Financial Planning Group, Inc

$397 Million
Q4 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 18,938 shares of BSV stock, worth $1.46 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

18,938

Previous 19,396 2.36%

Holding current value

$1.46 Million

Previous $1.53 Million 4.13%

% of portfolio

0.37%

Previous 0.38%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 03, 2025	SELL	$77.02 - $78.58 $35,275 - $35,989	-458 Reduced 2.36%	18,938 $1.46 Million
Q3 2024 Oct 02, 2024	BUY	$76.38 - $78.87 $10,998 - $11,357	144 Added 0.75%	19,396 $1.53 Million
Q2 2024 Jul 02, 2024	SELL	$75.81 - $76.76 $88,546 - $89,655	-1,168 Reduced 5.72%	19,252 $1.48 Million
Q1 2024 Apr 02, 2024	SELL	$76.34 - $77.25 $165,886 - $167,864	-2,173 Reduced 9.62%	20,420 $1.57 Million
Q4 2023 Jan 03, 2024	SELL	$74.64 - $77.03 $59,338 - $61,238	-795 Reduced 3.4%	22,593 $1.74 Million
Q3 2023 Oct 18, 2023	SELL	$74.97 - $75.93 $11,320 - $11,465	-151 Reduced 0.64%	23,388 $1.76 Million
Q2 2023 Jul 05, 2023	BUY	$75.52 - $76.97 $54,600 - $55,649	723 Added 3.17%	23,539 $1.78 Million
Q1 2023 Apr 18, 2023	BUY	$74.67 - $76.76 $62,050 - $63,787	831 Added 3.78%	22,816 $1.75 Million
Q4 2022 Jan 05, 2023	SELL	$74.07 - $75.87 $360,128 - $368,879	-4,862 Reduced 18.11%	21,985 $0
Q3 2022 Oct 20, 2022	SELL	$74.52 - $77.47 $210,519 - $218,852	-2,825 Reduced 9.52%	26,847 $2.01 Million
Q2 2022 Jul 18, 2022	SELL	$75.68 - $77.74 $8.79 Million - $9.03 Million	-116,192 Reduced 79.66%	29,672 $2.28 Million
Q1 2022 Apr 18, 2022	SELL	$77.66 - $80.73 $2.03 Million - $2.11 Million	-26,198 Reduced 15.23%	145,864 $11.4 Million
Q4 2021 Jan 26, 2022	BUY	$80.78 - $81.98 $257,849 - $261,680	3,192 Added 1.89%	172,062 $13.9 Million
Q3 2021 Oct 19, 2021	BUY	$81.9 - $82.4 $445,945 - $448,668	5,445 Added 3.33%	168,870 $13.8 Million
Q2 2021 Jul 22, 2021	SELL	$82.08 - $82.43 $230,480 - $231,463	-2,808 Reduced 1.69%	163,425 $13.4 Million
Q1 2021 Apr 14, 2021	BUY	$82.08 - $82.89 $1.48 Million - $1.49 Million	18,001 Added 12.14%	166,233 $13.7 Million
Q4 2020 Jan 14, 2021	BUY	$82.67 - $82.96 $4.89 Million - $4.9 Million	59,094 Added 66.29%	148,232 $12.3 Million
Q3 2020 Oct 19, 2020	BUY	$82.96 - $83.3 $2.11 Million - $2.12 Million	25,428 Added 39.91%	89,138 $7.4 Million
Q2 2020 Jul 14, 2020	BUY	$81.78 - $83.12 $5.21 Million - $5.3 Million	63,710 New	63,710 $5.3 Million

Others Institutions Holding BSV

# of Institutions

1,256

Shares Held

375M

Call Options Held

Put Options Held

96.7K

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Waller Financial Planning Group, Inc Vanguard Bd Index Fd Inc Short Transaction History