Aevitas Wealth Management, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 26, 2019	SELL	N/A	-300 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	300	300 $25,000

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

Envestnet Asset Management Inc

16.5M
Shares

$1.23 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$611 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$600 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$467 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

5.57M
Shares

$415 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.