Steward Partners Investment Advisory, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 6,751 shares of BIV stock, worth $511,050. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,751

Previous 7,974 15.34%

Holding current value

$511,050

Previous $624,000 19.23%

% of portfolio

0.0%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$74.5 - $78.37 $91,113 - $95,846	-1,223 Reduced 15.34%	6,751 $504,000
Q3 2024 Nov 14, 2024	SELL	$74.26 - $78.84 $73,665 - $78,209	-992 Reduced 11.06%	7,974 $624,000
Q2 2024 Aug 08, 2024	SELL	$73.13 - $75.43 $408,211 - $421,050	-5,582 Reduced 38.37%	8,966 $671,000
Q1 2024 May 15, 2024	BUY	$74.51 - $76.61 $465,985 - $479,118	6,254 Added 75.4%	14,548 $1.1 Million
Q4 2023 Feb 12, 2024	BUY	$70.49 - $76.74 $231,207 - $251,707	3,280 Added 65.42%	8,294 $633,000
Q3 2023 Nov 13, 2023	BUY	$72.11 - $75.67 $57,327 - $60,157	795 Added 18.84%	5,014 $362,000
Q2 2023 Aug 14, 2023	BUY	$74.96 - $77.47 $20,913 - $21,614	279 Added 7.08%	4,219 $317,000
Q1 2023 May 15, 2023	BUY	$73.57 - $77.31 $37,667 - $39,582	512 Added 14.94%	3,940 $302,000
Q4 2022 Feb 15, 2023	SELL	$71.64 - $76.32 $27,366 - $29,154	-382 Reduced 10.03%	3,428 $254,000
Q3 2022 Nov 10, 2022	SELL	$72.72 - $79.93 $2,617 - $2,877	-36 Reduced 0.94%	3,810 $280,000
Q2 2022 Aug 04, 2022	SELL	$75.37 - $81.44 $123,154 - $133,072	-1,634 Reduced 29.82%	3,846 $299,000
Q1 2022 May 02, 2022	SELL	$81.03 - $87.06 $2.55 Million - $2.74 Million	-31,453 Reduced 85.16%	5,480 $449,000
Q4 2021 Feb 08, 2022	BUY	$87.51 - $89.66 $139,840 - $143,276	1,598 Added 4.52%	36,933 $3.24 Million
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $494,526 - $505,090	5,531 Added 18.56%	35,335 $3.16 Million
Q2 2021 Aug 13, 2021	SELL	$88.27 - $90.15 $304,619 - $311,107	-3,451 Reduced 10.38%	29,804 $2.68 Million
Q1 2021 May 14, 2021	BUY	$88.61 - $92.83 $479,734 - $502,581	5,414 Added 19.45%	33,255 $0
Q4 2020 Feb 11, 2021	BUY	$92.55 - $93.62 $499,307 - $505,079	5,395 Added 24.04%	27,841 $2.59 Million
Q3 2020 Oct 30, 2020	BUY	$93.08 - $94.37 $229,535 - $232,716	2,466 Added 12.34%	22,446 $2.1 Million
Q2 2020 Aug 06, 2020	BUY	$88.97 - $93.19 $1.44 Million - $1.5 Million	16,140 Added 420.31%	19,980 $1.86 Million
Q1 2020 Apr 29, 2020	SELL	$83.77 - $92.22 $90,052 - $99,136	-1,075 Reduced 21.87%	3,840 $343,000
Q4 2019 Jan 17, 2020	SELL	$86.78 - $88.73 $64,564 - $66,015	-744 Reduced 13.15%	4,915 $428,000
Q3 2019 Oct 30, 2019	SELL	$86.72 - $88.11 $514,856 - $523,109	-5,937 Reduced 51.2%	5,659 $498,000
Q2 2019 Jul 25, 2019	BUY	N/A	4,837 Added 71.56%	11,596 $1 Million
Q1 2019 Apr 30, 2019	BUY	N/A	131 Added 1.98%	6,759 $567,000
Q4 2018 Jan 15, 2019	SELL	N/A	-1,418 Reduced 17.62%	6,628 $538,000
Q3 2018 Oct 23, 2018	SELL	N/A	-197 Reduced 2.39%	8,046 $648,000
Q2 2018 Jul 20, 2018	SELL	N/A	-10,624 Reduced 56.31%	8,243 $667,000
Q1 2018 Apr 20, 2018	BUY	N/A	18,492 Added 4931.2%	18,867 $1.54 Million
Q2 2017 Nov 22, 2017	SELL	N/A	-87 Reduced 18.83%	375 $31,000
Q1 2017 Nov 22, 2017	SELL	N/A	-108 Reduced 18.95%	462 $38,000
Q4 2016 Nov 22, 2017	BUY	N/A	570	570 $47,000

Others Institutions Holding BIV

# of Institutions

991

Shares Held

184M

Call Options Held

4.4K

Put Options Held

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Steward Partners Investment Advisory, LLC Vanguard Bd Index Fd Inc Inter Transaction History