Wealthsource Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wealthsource Partners, LLC holds 237,644 shares of BIV stock, worth $18 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
237,644
Previous 423,381 43.87%
Holding current value
$18 Million
Previous $30.6 Million 40.71%
% of portfolio
1.19%
Previous 2.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$70.49 - $76.74 $13.1 Million - $14.3 Million
-185,737 Reduced 43.87%
237,644 $18.2 Million
Q3 2023

Nov 09, 2023
BUY
$72.11 - $75.67 $259,019 - $271,806
3,592 Added 0.86%
423,381 $30.6 Million
Q2 2023

Aug 14, 2023
BUY
$74.96 - $77.47 $4.52 Million - $4.67 Million
60,320 Added 16.78%
419,789 $31.6 Million
Q1 2023

May 15, 2023
SELL
$73.57 - $77.31 $466,875 - $490,609
-6,346 Reduced 1.73%
359,469 $27.6 Million
Q4 2022

Feb 09, 2023
BUY
$71.64 - $76.32 $26.2 Million - $27.9 Million
365,815 New
365,815 $27.2 Million
Q2 2022

Aug 10, 2022
SELL
$75.37 - $81.44 $923,131 - $997,477
-12,248 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$81.03 - $87.06 $184,586 - $198,322
2,278 Added 22.85%
12,248 $1 Million
Q4 2021

Feb 14, 2022
SELL
$87.51 - $89.66 $11,813 - $12,104
-135 Reduced 1.34%
9,970 $874,000
Q3 2021

Nov 18, 2021
SELL
$89.41 - $91.32 $121,329 - $123,921
-1,357 Reduced 11.84%
10,105 $904,000
Q2 2021

Nov 18, 2021
BUY
$88.27 - $90.15 $628,305 - $641,687
7,118 Added 163.86%
11,462 $1.03 Million
Q1 2021

Jun 21, 2021
SELL
$88.61 - $92.83 $11,785 - $12,346
-133 Reduced 2.97%
4,344 $385,000
Q4 2020

Feb 12, 2021
BUY
$92.55 - $93.62 $32,392 - $32,767
350 Added 8.48%
4,477 $416,000
Q3 2020

Nov 16, 2020
BUY
$93.08 - $94.37 $183,460 - $186,003
1,971 Added 91.42%
4,127 $0
Q2 2020

Aug 17, 2020
SELL
$88.97 - $93.19 $754,643 - $790,437
-8,482 Reduced 79.73%
2,156 $201,000
Q1 2020

May 12, 2020
SELL
$83.77 - $92.22 $362,640 - $399,220
-4,329 Reduced 28.92%
10,638 $950,000
Q4 2019

Feb 12, 2020
SELL
$86.78 - $88.73 $1.4 Million - $1.43 Million
-16,098 Reduced 51.82%
14,967 $1.31 Million
Q3 2019

Nov 15, 2019
SELL
$86.72 - $88.11 $436,028 - $443,017
-5,028 Reduced 13.93%
31,065 $2.73 Million
Q2 2019

Aug 09, 2019
BUY
N/A
15,971 Added 79.37%
36,093 $3.12 Million
Q1 2019

May 16, 2019
BUY
N/A
20,122 New
20,122 $1.69 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-2,585 Closed
0 $0
Q4 2017

Feb 16, 2018
BUY
N/A
2,585
2,585 $217,000

Others Institutions Holding BIV

# of Institutions
986
Shares Held
175M
Call Options Held
4.4K
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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