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

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,927 shares of BIV stock, worth $298,412. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,927
Previous 3,283 19.62%
Holding current value
$298,412
Previous $257,000 14.01%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$74.5 - $78.37 $47,978 - $50,470
644 Added 19.62%
3,927 $293,000
Q3 2024

Oct 15, 2024
SELL
$74.26 - $78.84 $50,199 - $53,295
-676 Reduced 17.08%
3,283 $257,000
Q2 2024

Jul 16, 2024
BUY
$73.13 - $75.43 $2,705 - $2,790
37 Added 0.94%
3,959 $296,000
Q1 2024

Apr 12, 2024
BUY
$74.51 - $76.61 $292,228 - $300,464
3,922 New
3,922 $295,000

Others Institutions Holding BIV

# of Institutions
992
Shares Held
175M
Call Options Held
4.4K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
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