Bogart Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bogart Wealth, LLC holds 5,982 shares of BIV stock, worth $449,786. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,982

Previous 5,117 16.9%

Holding current value

$449,786

Previous $401,000 11.47%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$74.5 - $78.37 $64,442 - $67,790	865 Added 16.9%	5,982 $447,000
Q3 2024 Oct 22, 2024	SELL	$74.26 - $78.84 $3,193 - $3,390	-43 Reduced 0.83%	5,117 $401,000
Q2 2024 Jul 31, 2024	SELL	$73.13 - $75.43 $59,454 - $61,324	-813 Reduced 13.61%	5,160 $386,000
Q1 2024 Apr 25, 2024	BUY	$74.51 - $76.61 $45,078 - $46,349	605 Added 11.27%	5,973 $450,000
Q4 2023 Feb 06, 2024	SELL	$70.49 - $76.74 $1.33 Million - $1.45 Million	-18,893 Reduced 77.87%	5,368 $410,000
Q3 2023 Oct 30, 2023	SELL	$72.11 - $75.67 $100,377 - $105,332	-1,392 Reduced 5.43%	24,261 $1.75 Million
Q2 2023 Jul 28, 2023	BUY	$74.96 - $77.47 $55,020 - $56,862	734 Added 2.95%	25,653 $1.93 Million
Q1 2023 Apr 21, 2023	BUY	$73.57 - $77.31 $1.65 Million - $1.74 Million	22,494 Added 927.59%	24,919 $1.91 Million
Q4 2022 Feb 06, 2023	BUY	$71.64 - $76.32 $95,496 - $101,734	1,333 Added 122.07%	2,425 $180,000
Q3 2022 Nov 03, 2022	BUY	$72.72 - $79.93 $19,852 - $21,820	273 Added 33.33%	1,092 $80,000
Q2 2022 Jul 22, 2022	SELL	$75.37 - $81.44 $32,635 - $35,263	-433 Reduced 34.58%	819 $64,000
Q1 2022 Apr 22, 2022	BUY	$81.03 - $87.06 $47,240 - $50,755	583 Added 87.14%	1,252 $103,000
Q4 2021 Jan 19, 2022	SELL	$87.51 - $89.66 $10,413 - $10,669	-119 Reduced 15.1%	669 $59,000
Q1 2021 Apr 16, 2021	SELL	$88.61 - $92.83 $886 - $928	-10 Reduced 1.25%	788 $70,000
Q1 2019 Apr 08, 2019	BUY	N/A	80 Added 11.14%	798 $66,000
Q3 2018 Oct 16, 2018	SELL	N/A	-8 Reduced 1.1%	718 $58,000
Q2 2018 Jul 13, 2018	BUY	N/A	8 Added 1.11%	726 $58,000
Q3 2017 Oct 12, 2017	BUY	N/A	718	718 $61,000

Others Institutions Holding BIV

# of Institutions

922

Shares Held

160M

Call Options Held

Put Options Held

53.2K

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Bogart Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History