Wela Strategies, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Wela Strategies, Inc.

$241 Million
Q4 2024

A detailed history of Wela Strategies, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wela Strategies, Inc. holds 10,173 shares of BIV stock, worth $775,182. This represents 0.32% of its overall portfolio holdings.

Number of Shares

10,173

Previous 33,684 69.8%

Holding current value

$775,182

Previous $2.64 Million 71.2%

% of portfolio

0.32%

Previous 1.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$74.5 - $78.37 $1.75 Million - $1.84 Million	-23,511 Reduced 69.8%	10,173 $760,000
Q3 2024 Oct 17, 2024	SELL	$74.26 - $78.84 $641,160 - $680,704	-8,634 Reduced 20.4%	33,684 $2.64 Million
Q2 2024 Jul 12, 2024	BUY	$73.13 - $75.43 $59,089 - $60,947	808 Added 1.95%	42,318 $3.17 Million
Q1 2024 Apr 15, 2024	SELL	$74.51 - $76.61 $233,737 - $240,325	-3,137 Reduced 7.03%	41,510 $3.13 Million
Q4 2023 Jan 05, 2024	SELL	$70.49 - $76.74 $30,240 - $32,921	-429 Reduced 0.95%	44,647 $3.41 Million
Q3 2023 Oct 16, 2023	SELL	$72.11 - $75.67 $88,695 - $93,074	-1,230 Reduced 2.66%	45,076 $3.26 Million
Q2 2023 Jul 11, 2023	BUY	$74.96 - $77.47 $229,227 - $236,903	3,058 Added 7.07%	46,306 $3.48 Million
Q1 2023 Apr 10, 2023	BUY	$73.57 - $77.31 $1.64 Million - $1.72 Million	22,253 Added 105.99%	43,248 $3.32 Million
Q4 2022 Jan 05, 2023	SELL	$71.64 - $76.32 $77,586 - $82,654	-1,083 Reduced 4.91%	20,995 $1.56 Million
Q3 2022 Oct 07, 2022	SELL	$72.72 - $79.93 $104,716 - $115,099	-1,440 Reduced 6.12%	22,078 $1.62 Million
Q2 2022 Jul 06, 2022	SELL	$75.37 - $81.44 $54,869 - $59,288	-728 Reduced 3.0%	23,518 $1.83 Million
Q1 2022 Apr 13, 2022	BUY	$81.03 - $87.06 $57,207 - $61,464	706 Added 3.0%	24,246 $1.99 Million
Q4 2021 Jan 10, 2022	SELL	$87.51 - $89.66 $205,123 - $210,163	-2,344 Reduced 9.06%	23,540 $2.06 Million
Q3 2021 Oct 13, 2021	SELL	$89.41 - $91.32 $24,051 - $24,565	-269 Reduced 1.03%	25,884 $2.32 Million
Q2 2021 Jul 19, 2021	SELL	$88.27 - $90.15 $7,414 - $7,572	-84 Reduced 0.32%	26,153 $2.35 Million
Q1 2021 Apr 26, 2021	SELL	$88.61 - $92.83 $1.21 Million - $1.26 Million	-13,604 Reduced 34.15%	26,237 $2.33 Million
Q4 2020 Jan 21, 2021	BUY	$92.55 - $93.62 $252,291 - $255,208	2,726 Added 7.34%	39,841 $3.7 Million
Q3 2020 Oct 29, 2020	SELL	$93.08 - $94.37 $202,635 - $205,443	-2,177 Reduced 5.54%	37,115 $3.47 Million
Q2 2020 Jul 20, 2020	BUY	$88.97 - $93.19 $292,711 - $306,595	3,290 Added 9.14%	39,292 $3.66 Million
Q1 2020 Apr 13, 2020	SELL	$83.77 - $92.22 $372,692 - $410,286	-4,449 Reduced 11.0%	36,002 $3.22 Million
Q4 2019 Jan 21, 2020	BUY	$86.78 - $88.73 $173,473 - $177,371	1,999 Added 5.2%	40,451 $3.53 Million
Q3 2019 Oct 28, 2019	BUY	$86.72 - $88.11 $433,686 - $440,638	5,001 Added 14.95%	38,452 $3.38 Million
Q2 2019 Jul 18, 2019	BUY	N/A	320 Added 0.97%	33,451 $2.89 Million
Q1 2019 Apr 24, 2019	BUY	N/A	14,306 Added 75.99%	33,131 $2.78 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-164 Reduced 0.86%	18,825 $1.53 Million
Q3 2018 Oct 22, 2018	SELL	N/A	-108 Reduced 0.57%	18,989 $1.53 Million
Q2 2018 Jul 17, 2018	SELL	N/A	-301 Reduced 1.55%	19,097 $1.55 Million
Q1 2018 Apr 25, 2018	BUY	N/A	2,525 Added 14.96%	19,398 $1.59 Million
Q4 2017 Jan 18, 2018	BUY	N/A	274 Added 1.65%	16,873 $1.41 Million
Q3 2017 Oct 20, 2017	BUY	N/A	16,599	16,599 $1.41 Million

Others Institutions Holding BIV

# of Institutions

987

Shares Held

175M

Call Options Held

4.4K

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 Wela Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wela Strategies, Inc. with notifications on news.

Account

Wela Strategies, Inc. Vanguard Bd Index Fd Inc Inter Transaction History