Bartlett & Co. Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Bartlett & Co. Wealth Management LLC

$6.5 Trillion
Q1 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,600 shares of BIV stock, worth $119,232. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,600

Previous 1,585 0.95%

Holding current value

$119,232

Previous $121 Million 0.51%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$74.51 - $76.61 $1,117 - $1,149	15 Added 0.95%	1,600 $121 Million
Q4 2023 Feb 14, 2024	BUY	$70.49 - $76.74 $4,229 - $4,604	60 Added 3.93%	1,585 $121 Million
Q2 2023 Feb 14, 2024	BUY	$74.96 - $77.47 $74,960 - $77,470	1,000 Added 190.48%	1,525 $115 Million
Q1 2022 Feb 14, 2024	SELL	N/A	-1,070 Reduced 67.08%	525 $43 Million
Q3 2021 Feb 13, 2024	BUY	N/A	6 Added 0.38%	1,595 $143 Million

Q2 2021 Feb 13, 2024	BUY	N/A	64 Added 4.2%	1,589 $143 Million
Q3 2020 Feb 13, 2024	BUY	N/A	745 Added 95.51%	1,525 $143 Million
Q2 2020 Feb 13, 2024	SELL	N/A	-200 Reduced 20.41%	780 $72.7 Million
Q1 2020 Feb 13, 2024	BUY	N/A	980 New	980 $87.5 Million

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Bartlett & Co. Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History