Stonebridge Financial Planning Group, LLC Vanguard Bd Index Fd Inc Short Transaction History

Stonebridge Financial Planning Group, LLC

$215 Million
Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 3,073 shares of BSV stock, worth $240,431. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,073

Previous 3,012 2.03%

Holding current value

$240,431

Previous $237,000 -0.0%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$77.02 - $78.58 $4,698 - $4,793	61 Added 2.03%	3,073 $237,000
Q3 2024 Nov 08, 2024	BUY	$76.38 - $78.87 $230,056 - $237,556	3,012 New	3,012 $237,000
Q3 2021 Nov 08, 2021	SELL	$81.9 - $82.4 $100,737 - $101,352	-1,230 Closed	0 $0
Q2 2021 Jul 28, 2021	SELL	$82.08 - $82.43 $95,212 - $95,618	-1,160 Reduced 48.54%	1,230 $101,000
Q1 2021 May 06, 2021	SELL	$82.08 - $82.89 $38,988 - $39,372	-475 Reduced 16.58%	2,390 $196,000
Q4 2020 Jan 27, 2021	BUY	$82.67 - $82.96 $86,803 - $87,108	1,050 Added 57.85%	2,865 $238,000
Q3 2020 Oct 26, 2020	BUY	$82.96 - $83.3 $60,145 - $60,392	725 Added 66.51%	1,815 $151,000
Q2 2020 Jul 24, 2020	BUY	$81.78 - $83.12 $89,140 - $90,600	1,090 New	1,090 $91,000

Others Institutions Holding BSV

# of Institutions

1,354

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
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Stonebridge Financial Planning Group, LLC Vanguard Bd Index Fd Inc Short Transaction History