Congress Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Congress Wealth Management LLC holds 49,093 shares of BIV stock, worth $3.66 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
49,093
Previous 78,048 37.1%
Holding current value
$3.66 Million
Previous $5.85 Million 34.18%
% of portfolio
0.05%
Previous 0.1%

Shares

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

Nov 12, 2024
SELL
$74.26 - $78.84 $2.15 Million - $2.28 Million
-28,955 Reduced 37.1%
49,093 $3.85 Million
Q2 2024

Aug 13, 2024
SELL
$73.13 - $75.43 $356,801 - $368,022
-4,879 Reduced 5.88%
78,048 $5.85 Million
Q1 2024

Apr 18, 2024
SELL
$74.51 - $76.61 $210,043 - $215,963
-2,819 Reduced 3.29%
82,927 $6.25 Million
Q4 2023

Feb 09, 2024
BUY
$70.49 - $76.74 $249,393 - $271,506
3,538 Added 4.3%
85,746 $6.55 Million
Q3 2023

Oct 30, 2023
BUY
$72.11 - $75.67 $5.93 Million - $6.22 Million
82,208 New
82,208 $5.94 Million

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
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More about BIV
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