Smallwood Wealth Investment Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 39,825 shares of BIV stock, worth $2.97 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
39,825
Previous 42,254 5.75%
Holding current value
$2.97 Million
Previous $3.16 Million 1.36%
% of portfolio
2.28%
Previous 2.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$74.26 - $78.84 $180,377 - $191,502
-2,429 Reduced 5.75%
39,825 $3.12 Million
Q2 2024

Jul 26, 2024
SELL
$73.13 - $75.43 $94,264 - $97,229
-1,289 Reduced 2.96%
42,254 $3.16 Million
Q1 2024

Apr 24, 2024
SELL
$74.51 - $76.61 $82,333 - $84,654
-1,105 Reduced 2.47%
43,543 $3.28 Million
Q4 2023

Jan 23, 2024
SELL
$70.49 - $76.74 $69,926 - $76,126
-992 Reduced 2.17%
44,648 $3.41 Million
Q3 2023

Oct 31, 2023
SELL
$72.11 - $75.67 $7,427 - $7,794
-103 Reduced 0.23%
45,640 $3.3 Million
Q2 2023

Jul 17, 2023
SELL
$74.96 - $77.47 $816,914 - $844,268
-10,898 Reduced 19.24%
45,743 $3.44 Million
Q1 2023

Apr 25, 2023
SELL
$73.57 - $77.31 $2,722 - $2,860
-37 Reduced 0.07%
56,641 $4.35 Million
Q4 2022

Feb 14, 2023
SELL
$71.64 - $76.32 $20,847 - $22,209
-291 Reduced 0.51%
56,678 $4.21 Million
Q3 2022

Nov 14, 2022
BUY
$72.72 - $79.93 $4.14 Million - $4.55 Million
56,969 New
56,969 $4.19 Million

Others Institutions Holding BIV

# of Institutions
899
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
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More about BIV
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