Wealth Plan Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,310 shares of BSV stock, worth $260,695. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,310
Previous 3,310 -0.0%
Holding current value
$260,695
Previous $260,000 0.38%
% of portfolio
0.04%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$77.74 - $78.78 $4,275 - $4,332
-55 Reduced 1.63%
3,310 $260,000
Q1 2025

May 09, 2025
BUY
$76.94 - $78.28 $4,231 - $4,305
55 Added 1.66%
3,365 $263 Million
Q4 2024

Jan 30, 2025
SELL
$77.02 - $78.58 $23,337 - $23,809
-303 Reduced 8.39%
3,310 $256 Million
Q3 2024

Nov 05, 2024
SELL
$76.38 - $78.87 $124,881 - $128,952
-1,635 Reduced 31.15%
3,613 $284 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $76.76 $123,949 - $125,502
1,635 Added 45.25%
5,248 $403 Million
Q4 2023

Jan 05, 2024
SELL
$74.64 - $77.03 $11,046 - $11,400
-148 Reduced 3.94%
3,613 $278 Million
Q3 2023

Nov 01, 2023
BUY
$74.97 - $75.93 $9,146 - $9,263
122 Added 3.35%
3,761 $283 Million
Q2 2023

Jul 31, 2023
SELL
$75.52 - $76.97 $3,247 - $3,309
-43 Reduced 1.17%
3,639 $275 Million
Q1 2023

May 10, 2023
SELL
$74.67 - $76.76 $26,657 - $27,403
-357 Reduced 8.84%
3,682 $282 Million
Q4 2022

Feb 16, 2023
SELL
$74.07 - $75.87 $632,409 - $647,778
-8,538 Reduced 67.89%
4,039 $304 Million
Q1 2022

May 03, 2022
SELL
$77.66 - $80.73 $132,332 - $137,563
-1,704 Reduced 11.93%
12,577 $969,000
Q4 2021

Feb 01, 2022
SELL
$80.78 - $81.98 $45,236 - $45,908
-560 Reduced 3.77%
14,281 $1.14 Million
Q3 2021

Dec 09, 2021
BUY
$81.9 - $82.4 $453,480 - $456,248
5,537 Added 59.51%
14,841 $0
Q2 2021

Aug 19, 2021
BUY
$82.08 - $82.43 $216,116 - $217,038
2,633 Added 39.47%
9,304 $764,000
Q1 2021

May 11, 2021
BUY
$82.08 - $82.89 $193,052 - $194,957
2,352 Added 54.46%
6,671 $549,000
Q4 2020

Feb 09, 2021
BUY
$82.67 - $82.96 $357,051 - $358,304
4,319 New
4,319 $357,000

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 Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email