Sterling Financial Planning, Inc.'s ownership history for BIV

Sterling Financial Planning, Inc. currently holds 109.6K shares with a market value of $8.6M. It started holding BIV on 2024-09-30. At its peak, it held 109.6K shares on 2025-09-30. Its highest holding value was $8.6M on 2025-09-30. At its lowest, it held 94.3K shares on 2024-12-31, with a value of $7.0M on 2024-12-31. In the recent 180 days, Sterling Financial Planning, Inc. has increased its shares by 8.1K. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 14.3K.