Phillips Financial Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 138,136 shares of BIV stock, worth $10.5 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
138,136
Previous 189,112 26.96%
Holding current value
$10.5 Million
Previous $14.8 Million 30.35%
% of portfolio
0.84%
Previous 1.18%

Shares

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

Feb 10, 2025
SELL
$74.5 - $78.37 $3.8 Million - $3.99 Million
-50,976 Reduced 26.96%
138,136 $10.3 Million
Q3 2024

Nov 07, 2024
SELL
$74.26 - $78.84 $746,313 - $792,342
-10,050 Reduced 5.05%
189,112 $14.8 Million
Q2 2024

Aug 08, 2024
BUY
$73.13 - $75.43 $809,256 - $834,708
11,066 Added 5.88%
199,162 $14.9 Million
Q1 2024

Apr 23, 2024
BUY
$74.51 - $76.61 $1.41 Million - $1.45 Million
18,866 Added 11.15%
188,096 $14.2 Million
Q4 2023

Jan 25, 2024
BUY
$70.49 - $76.74 $1.23 Million - $1.34 Million
17,467 Added 11.51%
169,230 $12.9 Million
Q3 2023

Nov 09, 2023
BUY
$72.11 - $75.67 $430,280 - $451,522
5,967 Added 4.09%
151,763 $11 Million
Q2 2023

Aug 11, 2023
BUY
$74.96 - $77.47 $1.23 Million - $1.27 Million
16,430 Added 12.7%
145,796 $11 Million
Q1 2023

May 08, 2023
BUY
$73.57 - $77.31 $146,183 - $153,614
1,987 Added 1.56%
129,366 $9.93 Million
Q4 2022

Jan 24, 2023
BUY
$71.64 - $76.32 $2.61 Million - $2.78 Million
36,391 Added 40.0%
127,379 $0
Q3 2022

Nov 08, 2022
SELL
$72.72 - $79.93 $562,707 - $618,498
-7,738 Reduced 7.84%
90,988 $6.69 Million
Q2 2022

Jul 22, 2022
SELL
$75.37 - $81.44 $2.36 Million - $2.55 Million
-31,263 Reduced 24.05%
98,726 $7.67 Million
Q1 2022

May 06, 2022
SELL
$81.03 - $87.06 $1,458 - $1,567
-18 Reduced 0.01%
129,989 $10.6 Million
Q4 2021

Feb 07, 2022
BUY
$87.51 - $89.66 $905,553 - $927,801
10,348 Added 8.65%
130,007 $11.4 Million
Q3 2021

Nov 09, 2021
BUY
$89.41 - $91.32 $663,422 - $677,594
7,420 Added 6.61%
119,659 $10.7 Million
Q2 2021

Aug 10, 2021
BUY
$88.27 - $90.15 $244,243 - $249,445
2,767 Added 2.53%
112,239 $10.1 Million
Q1 2021

May 17, 2021
BUY
$88.61 - $92.83 $856,504 - $897,294
9,666 Added 9.68%
109,472 $9.71 Million
Q4 2020

Feb 16, 2021
BUY
$92.55 - $93.62 $698,937 - $707,018
7,552 Added 8.19%
99,806 $9.27 Million
Q3 2020

Nov 06, 2020
BUY
$93.08 - $94.37 $372,506 - $377,668
4,002 Added 4.53%
92,254 $8.62 Million
Q2 2020

Aug 07, 2020
SELL
$88.97 - $93.19 $207,567 - $217,412
-2,333 Reduced 2.58%
88,252 $8.22 Million
Q1 2020

May 15, 2020
BUY
$83.77 - $92.22 $293,027 - $322,585
3,498 Added 4.02%
90,585 $8.07 Million
Q4 2019

Feb 19, 2020
BUY
$86.78 - $88.73 $229,880 - $235,045
2,649 Added 3.14%
87,087 $7.6 Million
Q3 2019

Nov 12, 2019
BUY
$86.72 - $88.11 $1.18 Million - $1.2 Million
13,571 Added 19.15%
84,438 $7.43 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-515 Reduced 0.72%
70,867 $6.12 Million
Q1 2019

May 07, 2019
BUY
N/A
207 Added 0.29%
71,382 $5.95 Million
Q4 2018

Feb 04, 2019
BUY
N/A
5,532 Added 8.43%
71,175 $5.79 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-5,478 Reduced 7.7%
65,643 $5.26 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-674 Reduced 0.94%
71,121 $5.74 Million
Q1 2018

May 11, 2018
BUY
N/A
4,824 Added 7.2%
71,795 $5.86 Million
Q4 2017

Feb 01, 2018
BUY
N/A
1,171 Added 1.78%
66,971 $5.6 Million
Q3 2017

Nov 14, 2017
BUY
N/A
1,903 Added 2.98%
65,800 $5.57 Million
Q2 2017

Aug 11, 2017
BUY
N/A
63,897
63,897 $5.41 Million

Others Institutions Holding BIV

# of Institutions
991
Shares Held
175M
Call Options Held
4.4K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

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