A detailed history of Envision Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Envision Financial Planning, LLC holds 5,772 shares of BSV stock, worth $446,291. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,772
Previous 2,646 118.14%
Holding current value
$446,291
Previous $208 Million 114.2%
% of portfolio
0.23%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$77.02 - $78.58 $240,764 - $245,641
3,126 Added 118.14%
5,772 $446 Million
Q3 2024

Nov 07, 2024

BUY
$76.38 - $78.87 $202,101 - $208,690
2,646 New
2,646 $208 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


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

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial 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 Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.