Bernardo Wealth Planning LLC Vanguard Bd Index Fd Inc Inter Transaction History

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 72,459 shares of BIV stock, worth $5.45 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
72,459
Previous 66,694 8.64%
Holding current value
$5.45 Million
Previous $5.13 Million 5.54%
% of portfolio
1.28%
Previous 1.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$74.5 - $78.37 $429,492 - $451,803
5,765 Added 8.64%
72,459 $5.41 Million
Q3 2024

Oct 18, 2024
BUY
$74.26 - $78.84 $1.11 Million - $1.18 Million
14,975 Added 28.95%
66,694 $5.13 Million
Q2 2024

Jul 10, 2024
BUY
$73.13 - $75.43 $125,344 - $129,287
1,714 Added 3.43%
51,719 $3.87 Million
Q1 2024

May 07, 2024
SELL
$74.51 - $76.61 $69,666 - $71,630
-935 Reduced 1.84%
50,005 $3.77 Million
Q4 2023

Jan 25, 2024
SELL
$70.49 - $76.74 $225,215 - $245,184
-3,195 Reduced 5.9%
50,940 $3.89 Million
Q3 2023

Oct 30, 2023
BUY
$72.11 - $75.67 $2.34 Million - $2.46 Million
32,493 Added 150.14%
54,135 $3.91 Million
Q2 2023

Jul 21, 2023
BUY
$74.96 - $77.47 $91,001 - $94,048
1,214 Added 5.94%
21,642 $1.63 Million
Q1 2023

May 05, 2023
BUY
$73.57 - $77.31 $84,973 - $89,293
1,155 Added 5.99%
20,428 $1.57 Million
Q4 2022

Jan 30, 2023
BUY
$71.64 - $76.32 $1.38 Million - $1.47 Million
19,273 New
19,273 $1.43 Million

Others Institutions Holding BIV

# of Institutions
922
Shares Held
160M
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
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