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

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 927 shares of BIV stock, worth $72,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
927
Previous 1,031 10.09%
Holding current value
$72,222
Previous $80,000 13.75%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 10, 2025
SELL
$74.5 - $78.37 $7,748 - $8,150
-104 Reduced 10.09%
927 $69,000
Q3 2024

Oct 08, 2024
BUY
$74.26 - $78.84 $19,975 - $21,207
269 Added 35.3%
1,031 $80,000
Q2 2024

Jul 08, 2024
BUY
$73.13 - $75.43 $16,015 - $16,519
219 Added 40.33%
762 $57,000
Q1 2024

Apr 23, 2024
BUY
$74.51 - $76.61 $15,945 - $16,394
214 Added 65.05%
543 $40,000
Q4 2023

Jan 10, 2024
BUY
$70.49 - $76.74 $23,191 - $25,247
329 New
329 $25,000

Others Institutions Holding BIV

# of Institutions
1,034
Shares Held
213M
Call Options Held
8.7K
Put Options Held
0
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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