Wealth Plan Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,613 shares of BSV stock, worth $279,573. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,613

Previous 5,248 31.15%

Holding current value

$279,573

Previous $403 Million 29.37%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$76.38 - $78.87 $124,881 - $128,952	-1,635 Reduced 31.15%	3,613 $284 Million
Q2 2024 Aug 09, 2024	BUY	$75.81 - $76.76 $123,949 - $125,502	1,635 Added 45.25%	5,248 $403 Million
Q4 2023 Jan 05, 2024	SELL	$74.64 - $77.03 $11,046 - $11,400	-148 Reduced 3.94%	3,613 $278 Million
Q3 2023 Nov 01, 2023	BUY	$74.97 - $75.93 $9,146 - $9,263	122 Added 3.35%	3,761 $283 Million
Q2 2023 Jul 31, 2023	SELL	$75.52 - $76.97 $3,247 - $3,309	-43 Reduced 1.17%	3,639 $275 Million
Q1 2023 May 10, 2023	SELL	$74.67 - $76.76 $26,657 - $27,403	-357 Reduced 8.84%	3,682 $282 Million
Q4 2022 Feb 16, 2023	SELL	$74.07 - $75.87 $632,409 - $647,778	-8,538 Reduced 67.89%	4,039 $304 Million
Q1 2022 May 03, 2022	SELL	$77.66 - $80.73 $132,332 - $137,563	-1,704 Reduced 11.93%	12,577 $969,000
Q4 2021 Feb 01, 2022	SELL	$80.78 - $81.98 $45,236 - $45,908	-560 Reduced 3.77%	14,281 $1.14 Million
Q3 2021 Dec 09, 2021	BUY	$81.9 - $82.4 $453,480 - $456,248	5,537 Added 59.51%	14,841 $0
Q2 2021 Aug 19, 2021	BUY	$82.08 - $82.43 $216,116 - $217,038	2,633 Added 39.47%	9,304 $764,000
Q1 2021 May 11, 2021	BUY	$82.08 - $82.89 $193,052 - $194,957	2,352 Added 54.46%	6,671 $549,000
Q4 2020 Feb 09, 2021	BUY	$82.67 - $82.96 $357,051 - $358,304	4,319 New	4,319 $357,000

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

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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Wealth Plan Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History