San Luis Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History

San Luis Wealth Advisors LLC

$528 Million
Q4 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 144,929 shares of BIV stock, worth $11.1 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

144,929

Previous 143,584 0.94%

Holding current value

$11.1 Million

Previous $11.3 Million 3.75%

% of portfolio

2.05%

Previous 2.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$74.5 - $78.37 $100,202 - $105,407	1,345 Added 0.94%	144,929 $10.8 Million
Q3 2024 Oct 09, 2024	BUY	$74.26 - $78.84 $340,927 - $361,954	4,591 Added 3.3%	143,584 $11.3 Million
Q2 2024 Jul 12, 2024	BUY	$73.13 - $75.43 $10.2 Million - $10.5 Million	138,993 New	138,993 $10.4 Million
Q2 2022 Aug 10, 2022	SELL	$75.37 - $81.44 $273,065 - $295,057	-3,623 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$81.03 - $87.06 $293,571 - $315,418	3,623 New	3,623 $317,000
Q4 2021 Feb 14, 2022	SELL	$87.51 - $89.66 $354,765 - $363,481	-4,054 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$89.41 - $91.32 $2.13 Million - $2.17 Million	-23,771 Reduced 85.43%	4,054 $363,000
Q4 2020 Feb 05, 2021	BUY	$92.55 - $93.62 $2.58 Million - $2.6 Million	27,825 New	27,825 $2.58 Million

Others Institutions Holding BIV

# of Institutions

989

Shares Held

175M

Call Options Held

4.4K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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San Luis Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History