Aj Wealth Strategies, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 2,762 shares of BIV stock, worth $208,282. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,762

Previous 2,761 0.04%

Holding current value

$208,282

Previous $211,000 1.9%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$74.96 - $77.47 $74 - $77	1 Added 0.04%	2,762 $207,000
Q1 2023 Apr 28, 2023	BUY	$73.57 - $77.31 $203,126 - $213,452	2,761 New	2,761 $211,000
Q3 2022 Oct 27, 2022	BUY	$72.72 - $79.93 $72 - $79	1 Added 0.01%	7,912 $581,000
Q2 2022 Aug 04, 2022	BUY	$75.37 - $81.44 $148,478 - $160,436	1,970 Added 33.16%	7,911 $614,000
Q1 2022 May 13, 2022	BUY	$81.03 - $87.06 $481,399 - $517,223	5,941 New	5,941 $487,000
Q4 2021 Jan 26, 2022	SELL	$87.51 - $89.66 $16.3 Million - $16.7 Million	-185,739 Closed	0 $0
Q3 2021 Oct 20, 2021	SELL	$89.41 - $91.32 $5.68 Million - $5.8 Million	-63,481 Reduced 25.47%	185,739 $16.6 Million
Q2 2021 Aug 16, 2021	BUY	$88.27 - $90.15 $8.03 Million - $8.21 Million	91,026 Added 57.54%	249,220 $22.4 Million
Q1 2021 May 06, 2021	SELL	$88.61 - $92.83 $987,735 - $1.03 Million	-11,147 Reduced 6.58%	158,194 $14 Million
Q4 2020 Feb 16, 2021	BUY	$92.55 - $93.62 $2.72 Million - $2.75 Million	29,354 Added 20.97%	169,341 $15.7 Million
Q3 2020 Nov 16, 2020	BUY	$93.08 - $94.37 $6.33 Million - $6.42 Million	67,989 Added 94.43%	139,987 $13.1 Million
Q2 2020 Aug 14, 2020	BUY	$88.97 - $93.19 $936,498 - $980,917	10,526 Added 17.12%	71,998 $6.71 Million
Q1 2020 May 15, 2020	SELL	$83.77 - $92.22 $2.34 Million - $2.58 Million	-27,985 Reduced 31.28%	61,472 $5.49 Million
Q4 2019 Feb 14, 2020	BUY	$86.78 - $88.73 $19,872 - $20,319	229 Added 0.26%	89,457 $7.8 Million
Q3 2019 Nov 26, 2019	BUY	$86.72 - $88.11 $3.85 Million - $3.91 Million	44,343 Added 98.79%	89,228 $7.85 Million
Q2 2019 Aug 19, 2019	SELL	N/A	-2,454 Reduced 5.18%	44,885 $3.88 Million
Q1 2019 May 13, 2019	BUY	N/A	6 Added 0.01%	47,339 $3.97 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-7,882 Reduced 14.28%	47,333 $3.85 Million
Q3 2018 Nov 15, 2018	SELL	N/A	-375 Reduced 0.67%	55,215 $4.44 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-15,723 Reduced 22.05%	55,590 $4.5 Million
Q1 2018 Jul 19, 2018	SELL	N/A	-338,410 Reduced 82.59%	71,313 $5.83 Million
Q4 2017 Jul 19, 2018	BUY	N/A	67,982 Added 19.89%	409,723 $34.3 Million
Q3 2017 Jul 19, 2018	BUY	N/A	61,753 Added 22.06%	341,741 $28.9 Million
Q2 2017 Jul 19, 2018	BUY	N/A	152,247 Added 119.18%	279,988 $23.7 Million
Q1 2017 Jul 19, 2018	BUY	N/A	2,690 Added 2.15%	127,741 $10.7 Million
Q4 2016 Jul 19, 2018	BUY	N/A	125,051	125,051 $10.4 Million

Others Institutions Holding BIV

# of Institutions

898

Shares Held

157M

Call Options Held

Put Options Held

53.2K

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Account

Aj Wealth Strategies, LLC Vanguard Bd Index Fd Inc Inter Transaction History