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

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 15,373 shares of BIV stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,373

Previous 15,788 2.63%

Holding current value

$1.15 Million

Previous $1.18 Million 1.86%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$74.26 - $78.84 $30,817 - $32,718	-415 Reduced 2.63%	15,373 $1.2 Million
Q2 2024 Aug 09, 2024	SELL	$73.13 - $75.43 $101,358 - $104,545	-1,386 Reduced 8.07%	15,788 $1.18 Million
Q1 2024 May 14, 2024	SELL	$74.51 - $76.61 $32,933 - $33,861	-442 Reduced 2.51%	17,174 $1.29 Million
Q4 2023 Feb 06, 2024	SELL	$70.49 - $76.74 $99,531 - $108,356	-1,412 Reduced 7.42%	17,616 $1.35 Million
Q3 2023 Nov 14, 2023	BUY	$72.11 - $75.67 $1.37 Million - $1.44 Million	19,028 New	19,028 $1.38 Million
Q2 2022 Aug 11, 2022	SELL	$75.37 - $81.44 $186,540 - $201,564	-2,475 Closed	0 $0
Q1 2022 Aug 11, 2022	SELL	$81.03 - $87.06 $192,851 - $207,202	-2,380 Reduced 49.02%	2,475 $203,000
Q4 2021 Aug 11, 2022	BUY	$87.51 - $89.66 $424,861 - $435,299	4,855 New	4,855 $425,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Axxcess Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History