Andrews, Lucia Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Andrews, Lucia Wealth Management LLC

$166 Million
Q3 2025

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,267 shares of BIV stock, worth $413,143. This represents 0.25% of its overall portfolio holdings.

Number of Shares

5,267

Previous 5,396 2.39%

Holding current value

$413,143

Previous $417,000 1.44%

% of portfolio

0.25%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$76.16 - $78.59 $9,824 - $10,138	-129 Reduced 2.39%	5,267 $411,000
Q2 2025 Jul 11, 2025	BUY	$75.05 - $77.34 $1,801 - $1,856	24 Added 0.45%	5,396 $417,000
Q1 2025 Apr 21, 2025	BUY	$73.78 - $76.59 $1,549 - $1,608	21 Added 0.39%	5,372 $411,000
Q4 2024 Jan 15, 2025	BUY	$74.5 - $78.37 $372 - $391	5 Added 0.09%	5,351 $399,000
Q3 2024 Oct 11, 2024	BUY	$74.26 - $78.84 $297 - $315	4 Added 0.07%	5,346 $418,000
Q1 2024 May 14, 2024	BUY	$74.51 - $76.61 $223 - $229	3 Added 0.06%	5,342 $402,000
Q4 2023 Feb 09, 2024	SELL	$70.49 - $76.74 $16,001 - $17,419	-227 Reduced 4.08%	5,339 $407,000
Q3 2023 Nov 02, 2023	BUY	$72.11 - $75.67 $288 - $302	4 Added 0.07%	5,566 $402,000
Q2 2023 Aug 04, 2023	BUY	$74.96 - $77.47 $13,342 - $13,789	178 Added 3.31%	5,562 $418,000
Q1 2023 May 03, 2023	SELL	$73.57 - $77.31 $12,727 - $13,374	-173 Reduced 3.11%	5,384 $413,000
Q4 2022 Feb 13, 2023	SELL	$71.64 - $76.32 $113,979 - $121,425	-1,591 Reduced 22.26%	5,557 $412,000
Q3 2022 Nov 01, 2022	SELL	$72.72 - $79.93 $200,416 - $220,287	-2,756 Reduced 27.83%	7,148 $525,000
Q2 2022 Jul 28, 2022	SELL	$75.37 - $81.44 $20,500 - $22,151	-272 Reduced 2.67%	9,904 $811,000
Q4 2021 Feb 04, 2022	BUY	$87.51 - $89.66 $890,501 - $912,380	10,176 New	10,176 $892,000

Others Institutions Holding BIV

# of Institutions

1,024

Shares Held

195M

Call Options Held

11.1K

Put Options Held

8.7K

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 Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.

Account

Andrews, Lucia Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History