9258 Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 5,426 shares of BIV stock, worth $404,237. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,426

Previous 6,062 10.49%

Holding current value

$404,237

Previous $453,000 6.18%

% of portfolio

0.06%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$74.26 - $78.84 $47,229 - $50,142	-636 Reduced 10.49%	5,426 $425,000
Q2 2024 Aug 02, 2024	BUY	$73.13 - $75.43 $53,896 - $55,591	737 Added 13.84%	6,062 $453,000
Q4 2023 Feb 06, 2024	SELL	$70.49 - $76.74 $4,229 - $4,604	-60 Reduced 1.11%	5,325 $406,000
Q2 2023 Aug 08, 2023	SELL	$74.96 - $77.47 $36,655 - $37,882	-489 Reduced 8.32%	5,385 $405,000
Q1 2023 May 03, 2023	SELL	$73.57 - $77.31 $9,416 - $9,895	-128 Reduced 2.13%	5,874 $450,000
Q4 2022 Feb 03, 2023	SELL	$71.64 - $76.32 $429 - $457	-6 Reduced 0.1%	6,002 $446,000
Q3 2022 Nov 08, 2022	SELL	$72.72 - $79.93 $114,752 - $126,129	-1,578 Reduced 20.8%	6,008 $441,000
Q2 2022 Aug 04, 2022	SELL	$75.37 - $81.44 $132,877 - $143,578	-1,763 Reduced 18.86%	7,586 $589,000
Q1 2022 May 13, 2022	SELL	$81.03 - $87.06 $74,628 - $80,182	-921 Reduced 8.97%	9,349 $766,000
Q4 2021 Feb 11, 2022	BUY	$87.51 - $89.66 $214,136 - $219,398	2,447 Added 31.28%	10,270 $900,000
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $219,859 - $224,555	2,459 Added 45.84%	7,823 $700,000
Q2 2021 Aug 13, 2021	BUY	$88.27 - $90.15 $473,480 - $483,564	5,364 New	5,364 $483,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

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9258 Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History