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

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Phillips Financial Management, LLC holds 98,895 shares of BSV stock, worth $7.79 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
98,895
Previous 102,903 3.89%
Holding current value
$7.79 Million
Previous $8.1 Million 3.64%
% of portfolio
0.54%
Previous 0.61%

Shares

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

Oct 24, 2025
SELL
$78.11 - $79.07 $313,064 - $316,912
-4,008 Reduced 3.89%
98,895 $7.8 Million
Q2 2025

Jul 30, 2025
SELL
$77.74 - $78.78 $332,882 - $337,335
-4,282 Reduced 3.99%
102,903 $8.1 Million
Q1 2025

Apr 30, 2025
SELL
$76.94 - $78.28 $64,321 - $65,442
-836 Reduced 0.77%
107,185 $8.39 Million
Q4 2024

Feb 10, 2025
SELL
$77.02 - $78.58 $680,317 - $694,097
-8,833 Reduced 7.56%
108,021 $8.35 Million
Q3 2024

Nov 07, 2024
SELL
$76.38 - $78.87 $329,350 - $340,087
-4,312 Reduced 3.56%
116,854 $9.2 Million
Q2 2024

Aug 08, 2024
BUY
$75.81 - $76.76 $226,671 - $229,512
2,990 Added 2.53%
121,166 $9.29 Million
Q1 2024

Apr 23, 2024
SELL
$76.34 - $77.25 $687 - $695
-9 Reduced 0.01%
118,176 $9.06 Million
Q4 2023

Jan 25, 2024
SELL
$74.64 - $77.03 $48,516 - $50,069
-650 Reduced 0.55%
118,185 $9.1 Million
Q3 2023

Nov 09, 2023
SELL
$74.97 - $75.93 $124,375 - $125,967
-1,659 Reduced 1.38%
118,835 $8.93 Million
Q2 2023

Aug 11, 2023
BUY
$75.52 - $76.97 $231,921 - $236,374
3,071 Added 2.62%
120,494 $9.11 Million
Q1 2023

May 08, 2023
SELL
$74.67 - $76.76 $1.02 Million - $1.05 Million
-13,658 Reduced 10.42%
117,423 $8.98 Million
Q4 2022

Jan 24, 2023
BUY
$74.07 - $75.87 $5.73 Million - $5.87 Million
77,362 Added 144.01%
131,081 $0
Q3 2022

Nov 08, 2022
BUY
$74.52 - $77.47 $900,648 - $936,302
12,086 Added 29.03%
53,719 $4.02 Million
Q2 2022

Jul 22, 2022
BUY
$75.68 - $77.74 $27,169 - $27,908
359 Added 0.87%
41,633 $3.2 Million
Q1 2022

May 06, 2022
BUY
$77.66 - $80.73 $114,703 - $119,238
1,477 Added 3.71%
41,274 $3.22 Million
Q4 2021

Feb 07, 2022
SELL
$80.78 - $81.98 $65,431 - $66,403
-810 Reduced 1.99%
39,797 $3.22 Million
Q3 2021

Nov 09, 2021
SELL
$81.9 - $82.4 $39,557 - $39,799
-483 Reduced 1.18%
40,607 $3.33 Million
Q2 2021

Aug 10, 2021
BUY
$82.08 - $82.43 $54,172 - $54,403
660 Added 1.63%
41,090 $3.38 Million
Q1 2021

May 17, 2021
BUY
$82.08 - $82.89 $2,626 - $2,652
32 Added 0.08%
40,430 $3.32 Million
Q4 2020

Feb 16, 2021
SELL
$82.67 - $82.96 $123,674 - $124,108
-1,496 Reduced 3.57%
40,398 $3.35 Million
Q3 2020

Nov 06, 2020
SELL
$82.96 - $83.3 $2,322 - $2,332
-28 Reduced 0.07%
41,894 $3.48 Million
Q2 2020

Aug 07, 2020
SELL
$81.78 - $83.12 $123,896 - $125,926
-1,515 Reduced 3.49%
41,922 $3.49 Million
Q1 2020

May 15, 2020
BUY
$78.67 - $82.51 $269,287 - $282,431
3,423 Added 8.55%
43,437 $3.56 Million
Q4 2019

Feb 19, 2020
SELL
$80.41 - $81.14 $1.23 Million - $1.24 Million
-15,339 Reduced 27.71%
40,014 $3.23 Million
Q3 2019

Nov 12, 2019
SELL
$80.39 - $80.84 $211,425 - $212,609
-2,630 Reduced 4.54%
55,353 $4.47 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-1,381 Reduced 2.33%
57,983 $4.66 Million
Q1 2019

May 07, 2019
SELL
N/A
-275 Reduced 0.46%
59,364 $4.71 Million
Q4 2018

Feb 04, 2019
BUY
N/A
303 Added 0.51%
59,639 $4.69 Million
Q3 2018

Nov 14, 2018
BUY
N/A
16,535 Added 38.63%
59,336 $4.62 Million
Q2 2018

Aug 09, 2018
BUY
N/A
141 Added 0.33%
42,801 $3.34 Million
Q1 2018

May 11, 2018
SELL
N/A
-1,955 Reduced 4.38%
42,660 $3.34 Million
Q4 2017

Feb 01, 2018
BUY
N/A
1,696 Added 3.95%
44,615 $3.53 Million
Q3 2017

Nov 14, 2017
BUY
N/A
179 Added 0.42%
42,919 $3.43 Million
Q2 2017

Aug 11, 2017
BUY
N/A
42,740
42,740 $3.41 Million

Others Institutions Holding BSV

# of Institutions
1,392
Shares Held
410M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

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

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email