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

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 74,414 shares of BIV stock, worth $5.58 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
74,414
Previous 86,833 14.3%
Holding current value
$5.58 Million
Previous $6.5 Million 10.32%
% of portfolio
0.28%
Previous 0.34%

Shares

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

Nov 13, 2024
SELL
$74.26 - $78.84 $922,234 - $979,113
-12,419 Reduced 14.3%
74,414 $5.83 Million
Q2 2024

Aug 13, 2024
SELL
$73.13 - $75.43 $752,800 - $776,476
-10,294 Reduced 10.6%
86,833 $6.5 Million
Q1 2024

May 01, 2024
SELL
$74.51 - $76.61 $240,965 - $247,756
-3,234 Reduced 3.22%
97,127 $7.32 Million
Q4 2023

Feb 06, 2024
BUY
$70.49 - $76.74 $7.07 Million - $7.7 Million
100,361 New
100,361 $7.67 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
  • Ticker BIV
  • Sector ETFs
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More about BIV
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