Sterling Financial Planning, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 94,257 shares of BIV stock, worth $7.18 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

94,257

Previous 95,277 1.07%

Holding current value

$7.18 Million

Previous $7.47 Million 5.67%

% of portfolio

2.67%

Previous 2.84%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$74.5 - $78.37 $75,990 - $79,937	-1,020 Reduced 1.07%	94,257 $7.04 Million
Q3 2024 Oct 31, 2024	BUY	$74.26 - $78.84 $347,833 - $369,286	4,684 Added 5.17%	95,277 $7.47 Million
Q2 2024 Jul 30, 2024	BUY	$73.13 - $75.43 $659,705 - $680,454	9,021 Added 11.06%	90,593 $6.78 Million
Q1 2024 May 06, 2024	BUY	$74.51 - $76.61 $947,990 - $974,709	12,723 Added 18.48%	81,572 $6.15 Million
Q4 2023 Jan 31, 2024	BUY	$70.49 - $76.74 $271,175 - $295,218	3,847 Added 5.92%	68,849 $5.26 Million
Q3 2023 Nov 03, 2023	BUY	$72.11 - $75.67 $274,739 - $288,302	3,810 Added 6.23%	65,002 $4.7 Million
Q2 2023 Jul 28, 2023	BUY	$74.96 - $77.47 $488,964 - $505,336	6,523 Added 11.93%	61,192 $4.6 Million
Q1 2023 May 03, 2023	BUY	$73.57 - $77.31 $1.72 Million - $1.81 Million	23,384 Added 74.75%	54,669 $4.2 Million
Q4 2022 Feb 06, 2023	BUY	$71.64 - $76.32 $579,997 - $617,886	8,096 Added 34.91%	31,285 $2.33 Million
Q3 2022 Nov 01, 2022	BUY	$72.72 - $79.93 $630,118 - $692,593	8,665 Added 59.66%	23,189 $1.7 Million
Q2 2022 Jul 27, 2022	BUY	$75.37 - $81.44 $583,062 - $630,019	7,736 Added 113.97%	14,524 $1.13 Million
Q1 2022 May 10, 2022	BUY	$81.03 - $87.06 $59,800 - $64,250	738 Added 12.2%	6,788 $556,000
Q4 2021 Feb 02, 2022	BUY	$87.51 - $89.66 $57,756 - $59,175	660 Added 12.24%	6,050 $530,000
Q3 2021 Oct 28, 2021	BUY	$89.41 - $91.32 $126,872 - $129,583	1,419 Added 35.73%	5,390 $482,000
Q2 2021 Aug 02, 2021	BUY	$88.27 - $90.15 $151,118 - $154,336	1,712 Added 75.79%	3,971 $357,000
Q1 2021 Apr 28, 2021	BUY	$88.61 - $92.83 $52,811 - $55,326	596 Added 35.84%	2,259 $200,000
Q4 2020 Feb 10, 2021	BUY	$92.55 - $93.62 $153,910 - $155,690	1,663 New	1,663 $154,000

Others Institutions Holding BIV

# of Institutions

989

Shares Held

175M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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Sterling Financial Planning, Inc. Vanguard Bd Index Fd Inc Inter Transaction History