Sterling Wealth Management, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Sterling Wealth Management, Inc.
- $201 Billion
- Q1 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 4,274 shares of BIV stock, worth $324,610. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,274
Previous 6,287
32.02%
Holding current value
$324,610
Previous $480 Million
32.89%
% of portfolio
0.16%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
856Shares Held
162MCall Options Held
5.3KPut Options Held
4.5K-
Williams Financial, LLC Bennington, VT18.2MShares$1.38 Billion14.16% of portfolio
-
Envestnet Asset Management Inc16.5MShares$1.25 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY8.19MShares$622 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA8.05MShares$612 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO6.27MShares$476 Million0.49% of portfolio