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

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, One Wealth Advisors, LLC holds 8,598 shares of BIV stock, worth $652,674. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,598
Previous 7,688 11.84%
Holding current value
$652,674
Previous $602,000 6.64%
% of portfolio
0.1%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$74.5 - $78.37 $67,795 - $71,316
910 Added 11.84%
8,598 $642,000
Q3 2024

Oct 16, 2024
BUY
$74.26 - $78.84 $570,910 - $606,121
7,688 New
7,688 $602,000
Q1 2024

Apr 15, 2024
SELL
$74.51 - $76.61 $374,040 - $384,582
-5,020 Reduced 38.91%
7,880 $594,000
Q4 2023

Feb 13, 2024
BUY
$70.49 - $76.74 $620,664 - $675,695
8,805 Added 215.02%
12,900 $985,000
Q3 2023

Nov 01, 2023
SELL
$72.11 - $75.67 $436,481 - $458,030
-6,053 Reduced 59.65%
4,095 $296,000
Q2 2023

Aug 14, 2023
BUY
$74.96 - $77.47 $128,106 - $132,396
1,709 Added 20.25%
10,148 $763,000
Q1 2023

May 15, 2023
BUY
$73.57 - $77.31 $21,923 - $23,038
298 Added 3.66%
8,439 $647,000
Q4 2022

Feb 14, 2023
BUY
$71.64 - $76.32 $583,221 - $621,321
8,141 New
8,141 $605,000
Q2 2022

Aug 15, 2022
SELL
$75.37 - $81.44 $709,231 - $766,350
-9,410 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$81.03 - $87.06 $762,492 - $819,234
9,410 New
9,410 $771,000

Others Institutions Holding BIV

# of Institutions
991
Shares Held
175M
Call Options Held
4.4K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email