Holistic Planning, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Holistic Planning, LLC holds 9,252 shares of BIV stock, worth $720,823. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,252
Previous 9,694 4.56%
Holding current value
$720,823
Previous $750 Million 3.64%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$76.16 - $78.59 $33,662 - $34,736
-442 Reduced 4.56%
9,252 $722 Million
Q2 2025

Jul 28, 2025
BUY
$75.05 - $77.34 $74,974 - $77,262
999 Added 11.49%
9,694 $750 Million
Q1 2025

Apr 23, 2025
SELL
$73.78 - $76.59 $58,359 - $60,582
-791 Reduced 8.34%
8,695 $666 Million
Q4 2024

Jan 24, 2025
BUY
$74.5 - $78.37 $28,831 - $30,329
387 Added 4.25%
9,486 $709 Million
Q3 2024

Nov 01, 2024
BUY
$74.26 - $78.84 $675,691 - $717,365
9,099 New
9,099 $713 Million

Others Institutions Holding BIV

# of Institutions
1,034
Shares Held
213M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
Track This Portfolio

Track Holistic Planning, LLC Portfolio

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

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email