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

Capital Advisors Wealth Management, LLC

$691 Million
Q4 2025

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 5,956 shares of BIV stock, worth $464,031. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,956

Previous 4,696 26.83%

Holding current value

$464,031

Previous $366,000 26.78%

% of portfolio

0.07%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$77.73 - $78.84 $97,939 - $99,338	1,260 Added 26.83%	5,956 $464,000
Q3 2025 Oct 15, 2025	BUY	$76.16 - $78.59 $54,378 - $56,113	714 Added 17.93%	4,696 $366,000
Q2 2025 Aug 13, 2025	BUY	$75.05 - $77.34 $3,002 - $3,093	40 Added 1.01%	3,982 $307,000
Q1 2025 Apr 24, 2025	BUY	$73.78 - $76.59 $1,106 - $1,148	15 Added 0.38%	3,942 $301,000
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

1,035

Shares Held

213M

Call Options Held

8.7K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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