Total Wealth Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History

Total Wealth Planning, LLC

$812 Million
Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Total Wealth Planning, LLC holds 6,788 shares of BSV stock, worth $534,622. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,788

Previous 5,886 15.32%

Holding current value

$534,622

Previous $463,000 15.55%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$78.11 - $79.07 $70,455 - $71,321	902 Added 15.32%	6,788 $535,000
Q2 2025 Jul 15, 2025	SELL	$77.74 - $78.78 $88,701 - $89,887	-1,141 Reduced 16.24%	5,886 $463,000
Q1 2025 Apr 15, 2025	BUY	$76.94 - $78.28 $230 - $234	3 Added 0.04%	7,027 $549,000
Q4 2024 Jan 15, 2025	BUY	$77.02 - $78.58 $616 - $628	8 Added 0.11%	7,024 $542,000
Q3 2024 Oct 10, 2024	BUY	$76.38 - $78.87 $229 - $236	3 Added 0.04%	7,016 $552,000

Q2 2024 Aug 02, 2024	BUY	$75.81 - $76.76 $530 - $537	7 Added 0.1%	7,013 $537,000
Q1 2024 Apr 18, 2024	BUY	$76.34 - $77.25 $229 - $231	3 Added 0.04%	7,006 $537,000
Q4 2023 Feb 05, 2024	BUY	$74.64 - $77.03 $522,703 - $539,441	7,003 New	7,003 $539,000

Others Institutions Holding BSV

# of Institutions

1,392

Shares Held

410M

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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Total Wealth Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History