Uptown Financial Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History

Uptown Financial Advisors LLC

$121 Billion
Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 45,480 shares of BIV stock, worth $3.54 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares

45,480

Previous 46,141 1.43%

Holding current value

$3.54 Million

Previous $3.57 Billion 0.48%

% of portfolio

2.93%

Previous 3.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$76.16 - $78.59 $50,341 - $51,947	-661 Reduced 1.43%	45,480 $3.55 Billion
Q2 2025 Jul 10, 2025	SELL	$75.05 - $77.34 $131,787 - $135,809	-1,756 Reduced 3.67%	46,141 $3.57 Billion
Q1 2025 May 06, 2025	BUY	$73.78 - $76.59 $320,500 - $332,706	4,344 Added 9.97%	47,897 $3.67 Billion
Q4 2024 Apr 29, 2025	BUY	$74.5 - $78.37 $3.24 Million - $3.41 Million	43,553 New	43,553 $3.25 Billion

Others Institutions Holding BIV

# of Institutions

1,034

Shares Held

213M

Call Options Held

8.7K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Uptown Financial Advisors LLC with notifications on news.

Account

Uptown Financial Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History