Momentum Wealth Planning, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Momentum Wealth Planning, LLC

  • $129 Billion
  • Q3 2025

A detailed history of Momentum Wealth Planning, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 66,076 shares of BIV stock, worth $5.15 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
66,076
Previous 68,223 3.15%
Holding current value
$5.15 Million
Previous $5.28 Billion 2.21%
% of portfolio
4.02%
Previous 4.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$76.16 - $78.59 $163,515 - $168,732
-2,147 Reduced 3.15%
66,076 $5.16 Billion
Q2 2025

Sep 24, 2025
BUY
$75.05 - $77.34 $5.12 Million - $5.28 Million
68,223 New
68,223 $5.28 Billion

Others Institutions Holding BIV

# of Institutions
1,030
Shares Held
212M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
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