Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Inter Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,871 shares of BIV stock, worth $371,852. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,871
Previous 5,101 4.51%
Holding current value
$371,852
Previous $391 Million 99.91%
% of portfolio
0.26%
Previous 0.25%

Shares

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

Mar 03, 2025
SELL
$74.5 - $78.37 $17,135 - $18,025
-230 Reduced 4.51%
4,871 $364,000
Q3 2024

Dec 09, 2024
SELL
$74.26 - $78.84 $3.69 Million - $3.92 Million
-49,673 Reduced 90.69%
5,101 $391 Million
Q2 2024

Aug 12, 2024
SELL
$73.13 - $75.43 $555,568 - $573,041
-7,597 Reduced 12.18%
54,774 $4.1 Billion
Q1 2024

Apr 29, 2024
SELL
$74.51 - $76.61 $213,024 - $219,027
-2,859 Reduced 4.38%
62,371 $4.7 Billion
Q4 2023

Feb 28, 2024
BUY
$70.49 - $76.74 $4.6 Million - $5.01 Million
65,230 New
65,230 $4.98 Billion

Others Institutions Holding BIV

# of Institutions
991
Shares Held
175M
Call Options Held
4.4K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

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