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 3,613 shares of BSV stock, worth $278,490. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,613
Previous 5,248 31.15%
Holding current value
$278,490
Previous $403 Million 29.37%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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