Burt Wealth Advisors Vanguard Bd Index Fd Inc Inter Transaction History

Burt Wealth Advisors

$395 Million
Q4 2024

A detailed history of Burt Wealth Advisors transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Burt Wealth Advisors holds 414,267 shares of BIV stock, worth $31.7 Million. This represents 7.85% of its overall portfolio holdings.

Number of Shares

414,267

Previous 380,522 8.87%

Holding current value

$31.7 Million

Previous $29.8 Million 3.81%

% of portfolio

7.85%

Previous 7.48%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$74.5 - $78.37 $2.51 Million - $2.64 Million	33,745 Added 8.87%	414,267 $31 Million
Q3 2024 Oct 31, 2024	BUY	$74.26 - $78.84 $1.23 Million - $1.31 Million	16,595 Added 4.56%	380,522 $29.8 Million
Q2 2024 Jul 16, 2024	SELL	$73.13 - $75.43 $127,904 - $131,927	-1,749 Reduced 0.48%	363,927 $27.3 Million
Q1 2024 Apr 18, 2024	BUY	$74.51 - $76.61 $2.98 Million - $3.06 Million	39,953 Added 12.27%	365,676 $27.6 Million
Q4 2023 Feb 01, 2024	SELL	$70.49 - $76.74 $6.89 Million - $7.5 Million	-97,705 Reduced 23.07%	325,723 $24.9 Million
Q3 2023 Oct 11, 2023	BUY	$72.11 - $75.67 $894,885 - $939,064	12,410 Added 3.02%	423,428 $30.6 Million
Q2 2023 Jul 18, 2023	BUY	$74.96 - $77.47 $1.81 Million - $1.87 Million	24,096 Added 6.23%	411,018 $30.9 Million
Q1 2023 Apr 13, 2023	SELL	$73.57 - $77.31 $1.25 Million - $1.31 Million	-16,979 Reduced 4.2%	386,922 $29.7 Million
Q4 2022 Jan 17, 2023	SELL	$71.64 - $76.32 $352,898 - $375,952	-4,926 Reduced 1.2%	403,901 $30 Million
Q3 2022 Oct 11, 2022	BUY	$72.72 - $79.93 $10.5 Million - $11.6 Million	144,671 Added 54.77%	408,827 $30 Million
Q2 2022 Jul 29, 2022	SELL	$75.37 - $81.44 $7.49 Million - $8.09 Million	-99,323 Reduced 27.33%	264,156 $20.5 Million
Q1 2022 Apr 19, 2022	BUY	$81.03 - $87.06 $2.3 Million - $2.47 Million	28,329 Added 8.45%	363,479 $29.8 Million
Q4 2021 Jan 13, 2022	SELL	$87.51 - $89.66 $3.79 Million - $3.89 Million	-43,345 Reduced 11.45%	335,150 $29.4 Million
Q3 2021 Oct 06, 2021	SELL	$89.41 - $91.32 $10,371 - $10,593	-116 Reduced 0.03%	378,495 $33.9 Million
Q2 2021 Jul 14, 2021	SELL	$88.27 - $90.15 $358,729 - $366,369	-4,064 Reduced 1.06%	378,611 $34.1 Million
Q1 2021 Apr 15, 2021	BUY	$88.61 - $92.83 $1.28 Million - $1.35 Million	14,493 Added 3.94%	382,675 $34 Million
Q4 2020 Feb 11, 2021	BUY	$92.55 - $93.62 $918,003 - $928,616	9,919 Added 2.77%	368,182 $34.2 Million
Q3 2020 Nov 10, 2020	BUY	$93.08 - $94.37 $33.3 Million - $33.8 Million	358,263 New	358,263 $33.5 Million

Others Institutions Holding BIV

# of Institutions

994

Shares Held

183M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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Burt Wealth Advisors Vanguard Bd Index Fd Inc Inter Transaction History