Stephenson & Company, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Stephenson & Company, Inc.

$149 Billion
Q4 2024

A detailed history of Stephenson & Company, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Stephenson & Company, Inc. holds 134,880 shares of BIV stock, worth $10.1 Million. This represents 6.78% of its overall portfolio holdings.

Number of Shares

134,880

Previous 131,709 2.41%

Holding current value

$10.1 Million

Previous $10.3 Billion 2.35%

% of portfolio

6.78%

Previous 6.99%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$74.5 - $78.37 $236,239 - $248,511	3,171 Added 2.41%	134,880 $10.1 Billion
Q3 2024 Oct 25, 2024	SELL	$74.26 - $78.84 $31,486 - $33,428	-424 Reduced 0.32%	131,709 $10.3 Billion
Q2 2024 Aug 06, 2024	BUY	$73.13 - $75.43 $128,635 - $132,681	1,759 Added 1.35%	132,133 $9.9 Billion
Q1 2024 Apr 30, 2024	BUY	$74.51 - $76.61 $599,060 - $615,944	8,040 Added 6.57%	130,374 $9.83 Billion
Q4 2023 Jan 31, 2024	BUY	$70.49 - $76.74 $8.62 Million - $9.39 Million	122,334 New	122,334 $9.34 Billion

Others Institutions Holding BIV

# of Institutions

920

Shares Held

158M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

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Stephenson & Company, Inc. Vanguard Bd Index Fd Inc Inter Transaction History