Amplius Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 696,075 shares of BIV stock, worth $52.4 Million. This represents 6.7% of its overall portfolio holdings.

Number of Shares
696,075
Previous 693,318 0.4%
Holding current value
$52.4 Million
Previous $51.9 Million 5.06%
% of portfolio
6.7%
Previous 6.84%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$74.26 - $78.84 $204,734 - $217,361
2,757 Added 0.4%
696,075 $54.6 Million
Q2 2024

Jul 22, 2024
BUY
$73.13 - $75.43 $4.21 Million - $4.34 Million
57,541 Added 9.05%
693,318 $51.9 Million
Q1 2024

Apr 16, 2024
SELL
$74.51 - $76.61 $2.54 Million - $2.61 Million
-34,057 Reduced 5.08%
635,777 $47.9 Million
Q4 2023

Jan 10, 2024
BUY
$70.49 - $76.74 $31.2 Million - $34 Million
442,732 Added 194.95%
669,834 $51.2 Million
Q3 2023

Oct 17, 2023
BUY
$72.11 - $75.67 $3.35 Million - $3.51 Million
46,394 Added 25.67%
227,102 $16.4 Million
Q2 2023

Jul 26, 2023
BUY
$74.96 - $77.47 $1.61 Million - $1.66 Million
21,437 Added 13.46%
180,708 $13.6 Million
Q1 2023

Apr 25, 2023
BUY
$73.57 - $77.31 $1.28 Million - $1.35 Million
17,457 Added 12.31%
159,271 $12.2 Million
Q4 2022

Jan 19, 2023
BUY
$71.64 - $76.32 $10.2 Million - $10.8 Million
141,814 New
141,814 $0
Q1 2022

May 09, 2022
SELL
$81.03 - $87.06 $182,317 - $195,885
-2,250 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$87.51 - $89.66 $196,897 - $201,735
2,250 New
2,250 $197,000

Others Institutions Holding BIV

# of Institutions
897
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email