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

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 2024

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 5,346 shares of BIV stock, worth $400,736. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,346
Previous 5,342 0.07%
Holding current value
$400,736
Previous $400,000 4.5%
% of portfolio
0.28%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
899
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
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More about BIV
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