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

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

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 49,574 shares of BIV stock, worth $3.75 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,574

Previous 49,093 0.98%

Holding current value

$3.75 Million

Previous $3.85 Million 3.72%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

994

Shares Held

185M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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