Congress Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Congress Wealth Management LLC holds 68,223 shares of BIV stock, worth $5.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
68,223
Previous 69,531 1.88%
Holding current value
$5.32 Million
Previous $5.32 Million 0.88%
% of portfolio
0.05%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$75.05 - $77.34 $98,165 - $101,160
-1,308 Reduced 1.88%
68,223 $5.28 Million
Q1 2025

May 14, 2025
BUY
$73.78 - $76.59 $1.47 Million - $1.53 Million
19,957 Added 40.26%
69,531 $5.32 Million
Q4 2024

Feb 11, 2025
BUY
$74.5 - $78.37 $35,834 - $37,695
481 Added 0.98%
49,574 $3.7 Million
Q3 2024

Nov 12, 2024
SELL
$74.26 - $78.84 $2.15 Million - $2.28 Million
-28,955 Reduced 37.1%
49,093 $3.85 Million
Q2 2024

Aug 13, 2024
SELL
$73.13 - $75.43 $356,801 - $368,022
-4,879 Reduced 5.88%
78,048 $5.85 Million
Q1 2024

Apr 18, 2024
SELL
$74.51 - $76.61 $210,043 - $215,963
-2,819 Reduced 3.29%
82,927 $6.25 Million
Q4 2023

Feb 09, 2024
BUY
$70.49 - $76.74 $249,393 - $271,506
3,538 Added 4.3%
85,746 $6.55 Million
Q3 2023

Oct 30, 2023
BUY
$72.11 - $75.67 $5.93 Million - $6.22 Million
82,208 New
82,208 $5.94 Million

Others Institutions Holding BIV

# of Institutions
1,024
Shares Held
213M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
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More about BIV
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