Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Inter Transaction History

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 18,821 shares of BIV stock, worth $1.42 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
18,821
Previous 20,048 6.12%
Holding current value
$1.42 Million
Previous $1.57 Billion 10.48%
% of portfolio
0.83%
Previous 1.01%

Shares

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

Jan 21, 2025
SELL
$74.5 - $78.37 $91,411 - $96,159
-1,227 Reduced 6.12%
18,821 $1.41 Billion
Q3 2024

Oct 29, 2024
SELL
$74.26 - $78.84 $129,657 - $137,654
-1,746 Reduced 8.01%
20,048 $1.57 Billion
Q2 2024

Jul 18, 2024
BUY
$73.13 - $75.43 $70,936 - $73,167
970 Added 4.66%
21,794 $1.62 Billion
Q1 2024

Apr 23, 2024
BUY
$74.51 - $76.61 $106,996 - $110,011
1,436 Added 7.41%
20,824 $1.57 Billion
Q4 2023

Jan 31, 2024
BUY
$70.49 - $76.74 $1.37 Million - $1.49 Million
19,388 New
19,388 $1.48 Billion

Others Institutions Holding BIV

# of Institutions
994
Shares Held
185M
Call Options Held
4.4K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

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