Beaird Harris Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Beaird Harris Wealth Management, LLC

$998 Million
Q1 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 30,670 shares of BIV stock, worth $2.29 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

30,670

Previous 28,214 8.7%

Holding current value

$2.29 Million

Previous $2.15 Million 7.34%

% of portfolio

0.23%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$74.51 - $76.61 $182,996 - $188,154	2,456 Added 8.7%	30,670 $2.31 Million
Q4 2023 Feb 27, 2024	BUY	$70.49 - $76.74 $1.15 Million - $1.25 Million	16,295 Added 136.71%	28,214 $2.15 Million
Q3 2023 Nov 15, 2023	BUY	$72.11 - $75.67 $565,414 - $593,328	7,841 Added 192.28%	11,919 $861,000
Q2 2023 Jul 26, 2023	BUY	$74.96 - $77.47 $250,666 - $259,059	3,344 Added 455.59%	4,078 $306,000
Q1 2023 Apr 24, 2023	BUY	$73.57 - $77.31 $46,349 - $48,705	630 Added 605.77%	734 $56,000

Q4 2022 Feb 14, 2023	BUY	$72.19 - $76.32 $649 - $686	9 Added 9.47%	104 $7,000
Q3 2022 Nov 02, 2022	BUY	N/A	95 New	95 $7,000
Q1 2022 May 27, 2022	SELL	N/A	-15,334 Closed	0 $0
Q4 2021 May 17, 2022	BUY	N/A	15,334 New	15,334 $1.34 Million

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

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About VANGUARD BD INDEX FD INC INTER

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Beaird Harris Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History