Bourgeon Capital Management LLC Vanguard Bd Index Fd Inc Inter Transaction History
Bourgeon Capital Management LLC
- $538 Million
- Q3 2025
A detailed history of Bourgeon Capital Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 28,227 shares of BIV stock, worth $2.2 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
28,227
Previous 26,092
8.18%
Holding current value
$2.2 Million
Previous $2.02 Million
9.27%
% of portfolio
0.41%
Previous 0.41%
Shares
16 transactions
Others Institutions Holding BIV
# of Institutions
1,032Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio