Aegis Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Aegis Wealth Management LLC holds 3,091 shares of BIV stock, worth $242,458. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,091
Previous 3,091
-0.0%
Holding current value
$242,458
Previous $237 Million
-0.0%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
1,036Shares Held
197MCall Options Held
11.1KPut Options Held
8.7K-
Envestnet Asset Management Inc18.6MShares$1.46 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.24 Billion0.26% of portfolio
-
Northwestern Mutual Wealth Management CO9.11MShares$714 Million0.52% of portfolio
-
Goldman Sachs Group Inc New York, NY8.97MShares$703 Million0.1% of portfolio
-
Morgan Stanley New York, NY6.34MShares$497 Million0.03% of portfolio