Long Island Wealth Management, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Long Island Wealth Management, Inc.

$205 Billion
Q3 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 5,283 shares of BIV stock, worth $411,598. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,283

Previous 5,229 1.03%

Holding current value

$411,598

Previous $404 Million 2.0%

% of portfolio

0.2%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$76.16 - $78.59 $4,112 - $4,243	54 Added 1.03%	5,283 $413 Million
Q2 2025 Aug 12, 2025	BUY	$75.05 - $77.34 $3,977 - $4,099	53 Added 1.02%	5,229 $404 Million
Q1 2025 May 13, 2025	BUY	$73.78 - $76.59 $2,360 - $2,450	32 Added 0.62%	5,176 $396 Million
Q4 2024 Feb 14, 2025	SELL	$74.5 - $78.37 $190,943 - $200,862	-2,563 Reduced 33.26%	5,144 $384 Million
Q3 2024 Nov 12, 2024	BUY	$74.26 - $78.84 $3,490 - $3,705	47 Added 0.61%	7,707 $604 Million

Q2 2024 Aug 15, 2024	BUY	$73.13 - $75.43 $3,437 - $3,545	47 Added 0.62%	7,660 $574 Million
Q1 2024 May 13, 2024	BUY	$74.51 - $76.61 $2,160 - $2,221	29 Added 0.38%	7,613 $574 Million
Q4 2023 Feb 14, 2024	BUY	$70.49 - $76.74 $534,596 - $581,996	7,584 New	7,584 $579 Million

Others Institutions Holding BIV

# of Institutions

1,033

Shares Held

213M

Call Options Held

8.7K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

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Long Island Wealth Management, Inc. Vanguard Bd Index Fd Inc Inter Transaction History