Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 135,270 shares of BIV stock, worth $10.3 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

135,270

Previous 98,463 37.38%

Holding current value

$10.3 Million

Previous $7.72 Million 31.0%

% of portfolio

0.61%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$74.5 - $78.37 $2.74 Million - $2.88 Million	36,807 Added 37.38%	135,270 $10.1 Million
Q3 2024 Nov 08, 2024	BUY	$74.26 - $78.84 $173,100 - $183,776	2,331 Added 2.42%	98,463 $7.72 Million
Q2 2024 Aug 13, 2024	BUY	$73.13 - $75.43 $610,416 - $629,614	8,347 Added 9.51%	96,132 $7.2 Million
Q1 2024 Jun 11, 2024	BUY	$74.51 - $76.61 $1.21 Million - $1.24 Million	16,190 Added 22.61%	87,785 $6.62 Million
Q4 2023 Feb 09, 2024	BUY	$70.49 - $76.74 $414,974 - $451,768	5,887 Added 8.96%	71,595 $5.47 Million
Q3 2023 Nov 03, 2023	BUY	$72.11 - $75.67 $927,406 - $973,191	12,861 Added 24.34%	65,708 $4.75 Million
Q2 2023 Aug 04, 2023	BUY	$74.96 - $77.47 $388,142 - $401,139	5,178 Added 10.86%	52,847 $3.98 Million
Q1 2023 May 11, 2023	BUY	$73.57 - $77.31 $648,151 - $681,101	8,810 Added 22.67%	47,669 $3.66 Million
Q4 2022 Feb 09, 2023	BUY	$71.64 - $76.32 $1.05 Million - $1.12 Million	14,668 Added 60.63%	38,859 $2.89 Million
Q3 2022 Nov 07, 2022	BUY	$72.72 - $79.93 $1.09 Million - $1.19 Million	14,924 Added 161.04%	24,191 $1.78 Million
Q2 2022 Aug 01, 2022	SELL	$75.37 - $81.44 $67,079 - $72,481	-890 Reduced 8.76%	9,267 $719,000
Q1 2022 May 25, 2022	SELL	$81.03 - $87.06 $103,637 - $111,349	-1,279 Reduced 11.18%	10,157 $832,000
Q4 2021 Feb 07, 2022	BUY	$87.51 - $89.66 $1 Million - $1.03 Million	11,436 New	11,436 $1 Million

Others Institutions Holding BIV

# of Institutions

989

Shares Held

175M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History