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

Uptown Financial Advisors LLC

  • $140 Billion
  • Q4 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 51,432 shares of BIV stock, worth $4.01 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
51,432
Previous 45,480 13.09%
Holding current value
$4.01 Million
Previous $3.55 Billion 12.78%
% of portfolio
2.87%
Previous 2.93%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$77.73 - $78.84 $462,648 - $469,255
5,952 Added 13.09%
51,432 $4.01 Billion
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
1,038
Shares Held
214M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

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