Essential Planning, Llc. Vanguard Bd Index Fd Inc Short Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

A detailed history of Essential Planning, Llc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Essential Planning, Llc. holds 4,825,007 shares of BSV stock, worth $376 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

4,825,007

Previous 73,394 6474.12%

Holding current value

$376 Million

Previous $5.78 Million 6355.9%

% of portfolio

2.49%

Previous 2.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$77.02 - $78.58 $366 Million - $373 Million	4,751,613 Added 6474.12%	4,825,007 $373 Million
Q3 2024 Nov 07, 2024	BUY	$76.38 - $78.87 $70,116 - $72,402	918 Added 1.27%	73,394 $5.78 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $76.76 $459,105 - $464,858	6,056 Added 9.12%	72,476 $5.56 Million
Q1 2024 May 08, 2024	BUY	$76.34 - $77.25 $3,358 - $3,399	44 Added 0.07%	66,420 $5.09 Million
Q4 2023 Feb 13, 2024	SELL	$74.64 - $77.03 $342,821 - $353,798	-4,593 Reduced 6.47%	66,376 $5.11 Million
Q3 2023 Nov 08, 2023	SELL	$74.97 - $75.93 $168,532 - $170,690	-2,248 Reduced 3.07%	70,969 $5.33 Million
Q2 2023 Aug 10, 2023	BUY	$75.52 - $76.97 $68,345 - $69,657	905 Added 1.25%	73,217 $5.53 Million
Q1 2023 May 09, 2023	BUY	$74.67 - $76.76 $45,026 - $46,286	603 Added 0.84%	72,312 $5.53 Million
Q4 2022 Feb 14, 2023	BUY	$74.07 - $75.87 $5.31 Million - $5.44 Million	71,709 New	71,709 $5.4 Million

Others Institutions Holding BSV

# of Institutions

1,346

Shares Held

386M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

Essential Planning, Llc. Vanguard Bd Index Fd Inc Short Transaction History