Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,283 shares of BIV stock, worth $246,159. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,283
Previous 3,959 17.08%
Holding current value
$246,159
Previous $296,000 13.18%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$74.26 - $78.84 $50,199 - $53,295
-676 Reduced 17.08%
3,283 $257,000
Q2 2024

Jul 16, 2024
BUY
$73.13 - $75.43 $2,705 - $2,790
37 Added 0.94%
3,959 $296,000
Q1 2024

Apr 12, 2024
BUY
$74.51 - $76.61 $292,228 - $300,464
3,922 New
3,922 $295,000

Others Institutions Holding BIV

# of Institutions
899
Shares Held
157M
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
  • Sector ETFs
  • Industry ETFs
More about BIV
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email