Waller Financial Planning Group, Inc Vanguard Bd Index Fd Inc Inter 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 Inter stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 40,568 shares of BIV stock, worth $3.03 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

40,568

Previous 39,474 2.77%

Holding current value

$3.03 Million

Previous $3.09 Million 2.0%

% of portfolio

0.76%

Previous 0.77%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 03, 2025	BUY	$74.5 - $78.37 $81,503 - $85,736	1,094 Added 2.77%	40,568 $3.03 Million
Q3 2024 Oct 02, 2024	BUY	$74.26 - $78.84 $4,307 - $4,572	58 Added 0.15%	39,474 $3.09 Million
Q2 2024 Jul 02, 2024	SELL	$73.13 - $75.43 $36,199 - $37,337	-495 Reduced 1.24%	39,416 $2.95 Million
Q1 2024 Apr 02, 2024	SELL	$74.51 - $76.61 $160,271 - $164,788	-2,151 Reduced 5.11%	39,911 $3.01 Million
Q4 2023 Jan 03, 2024	BUY	$70.49 - $76.74 $97,628 - $106,284	1,385 Added 3.4%	42,062 $3.21 Million
Q3 2023 Oct 18, 2023	SELL	$72.11 - $75.67 $27,690 - $29,057	-384 Reduced 0.94%	40,677 $2.94 Million
Q2 2023 Jul 05, 2023	BUY	$74.96 - $77.47 $115,588 - $119,458	1,542 Added 3.9%	41,061 $3.09 Million
Q1 2023 Apr 18, 2023	BUY	$73.57 - $77.31 $357,255 - $375,417	4,856 Added 14.01%	39,519 $3.03 Million
Q4 2022 Jan 05, 2023	SELL	$71.64 - $76.32 $745,485 - $794,185	-10,406 Reduced 23.09%	34,663 $0
Q3 2022 Oct 20, 2022	BUY	$72.72 - $79.93 $567,288 - $623,533	7,801 Added 20.93%	45,069 $3.31 Million
Q2 2022 Jul 18, 2022	SELL	$75.37 - $81.44 $1.47 Million - $1.59 Million	-19,564 Reduced 34.42%	37,268 $2.89 Million
Q1 2022 Apr 18, 2022	SELL	$81.03 - $87.06 $2.31 Million - $2.49 Million	-28,555 Reduced 33.44%	56,832 $4.66 Million
Q4 2021 Jan 26, 2022	BUY	$87.51 - $89.66 $1.56 Million - $1.6 Million	17,866 Added 26.46%	85,387 $7.48 Million
Q3 2021 Oct 19, 2021	BUY	$89.41 - $91.32 $338,953 - $346,194	3,791 Added 5.95%	67,521 $6.04 Million
Q2 2021 Jul 22, 2021	SELL	$88.27 - $90.15 $51,991 - $53,098	-589 Reduced 0.92%	63,730 $5.73 Million
Q1 2021 Apr 14, 2021	BUY	$88.61 - $92.83 $288,868 - $302,625	3,260 Added 5.34%	64,319 $5.71 Million
Q4 2020 Jan 14, 2021	BUY	$92.55 - $93.62 $970,109 - $981,324	10,482 Added 20.72%	61,059 $5.67 Million
Q3 2020 Oct 19, 2020	BUY	$93.08 - $94.37 $472,194 - $478,739	5,073 Added 11.15%	50,577 $4.73 Million
Q2 2020 Jul 14, 2020	BUY	$88.97 - $93.19 $1.29 Million - $1.35 Million	14,460 Added 46.58%	45,504 $4.24 Million
Q1 2020 Apr 13, 2020	BUY	$83.77 - $92.22 $1.8 Million - $1.98 Million	21,443 Added 223.34%	31,044 $2.77 Million
Q4 2019 Jan 15, 2020	BUY	$86.78 - $88.73 $45,906 - $46,938	529 Added 5.83%	9,601 $837,000
Q3 2019 Oct 30, 2019	BUY	$86.72 - $88.11 $62,004 - $62,998	715 Added 8.56%	9,072 $793,000
Q2 2019 Jul 16, 2019	SELL	N/A	-737 Reduced 8.1%	8,357 $717,000
Q1 2019 Apr 17, 2019	SELL	N/A	-40 Reduced 0.44%	9,094 $757,000
Q4 2018 Jan 30, 2019	BUY	N/A	9,134 New	9,134 $743,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Account

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