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

Concentric Wealth Management, LLC

  • $376 Million
  • Q1 2024

A detailed history of Concentric Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 100,673 shares of BIV stock, worth $7.5 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
100,673
Previous 93,780 7.35%
Holding current value
$7.5 Million
Previous $7.16 Million 5.98%
% of portfolio
2.02%
Previous 2.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$74.51 - $76.61 $513,597 - $528,072
6,893 Added 7.35%
100,673 $7.59 Million
Q4 2023

Feb 14, 2024
BUY
$70.49 - $76.74 $6.61 Million - $7.2 Million
93,780 New
93,780 $7.16 Million

Others Institutions Holding BIV

# of Institutions
845
Shares Held
143M
Call Options Held
5.3K
Put Options Held
4.5K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
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