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

Amplius Wealth Advisors, LLC

$851 Million
Q4 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 80,155 shares of BIV stock, worth $6.02 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

80,155

Previous 696,075 88.48%

Holding current value

$6.02 Million

Previous $54.6 Million 89.02%

% of portfolio

0.7%

Previous 6.7%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$74.5 - $78.37 $45.9 Million - $48.3 Million	-615,920 Reduced 88.48%	80,155 $5.99 Million
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

941

Shares Held

163M

Call Options Held

Put Options Held

7.1K

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About VANGUARD BD INDEX FD INC INTER

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