9258 Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 5,426 shares of BIV stock, worth $422,739. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,426
Previous 6,062 10.49%
Holding current value
$422,739
Previous $453,000 6.18%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$74.26 - $78.84 $47,229 - $50,142
-636 Reduced 10.49%
5,426 $425,000
Q2 2024

Aug 02, 2024
BUY
$73.13 - $75.43 $53,896 - $55,591
737 Added 13.84%
6,062 $453,000
Q4 2023

Feb 06, 2024
SELL
$70.49 - $76.74 $4,229 - $4,604
-60 Reduced 1.11%
5,325 $406,000
Q2 2023

Aug 08, 2023
SELL
$74.96 - $77.47 $36,655 - $37,882
-489 Reduced 8.32%
5,385 $405,000
Q1 2023

May 03, 2023
SELL
$73.57 - $77.31 $9,416 - $9,895
-128 Reduced 2.13%
5,874 $450,000
Q4 2022

Feb 03, 2023
SELL
$71.64 - $76.32 $429 - $457
-6 Reduced 0.1%
6,002 $446,000
Q3 2022

Nov 08, 2022
SELL
$72.72 - $79.93 $114,752 - $126,129
-1,578 Reduced 20.8%
6,008 $441,000
Q2 2022

Aug 04, 2022
SELL
$75.37 - $81.44 $132,877 - $143,578
-1,763 Reduced 18.86%
7,586 $589,000
Q1 2022

May 13, 2022
SELL
$81.03 - $87.06 $74,628 - $80,182
-921 Reduced 8.97%
9,349 $766,000
Q4 2021

Feb 11, 2022
BUY
$87.51 - $89.66 $214,136 - $219,398
2,447 Added 31.28%
10,270 $900,000
Q3 2021

Nov 12, 2021
BUY
$89.41 - $91.32 $219,859 - $224,555
2,459 Added 45.84%
7,823 $700,000
Q2 2021

Aug 13, 2021
BUY
$88.27 - $90.15 $473,480 - $483,564
5,364 New
5,364 $483,000

Others Institutions Holding BIV

# of Institutions
1,035
Shares Held
213M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

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