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

Connecticut Wealth Management, LLC

$1.9 Billion
Q1 2025

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 52,758 shares of BIV stock, worth $4.06 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

52,758

Holding current value

$4.06 Million

% of portfolio

0.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$73.78 - $76.59 $3.89 Million - $4.04 Million	52,758 New	52,758 $4.04 Million
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

1,008

Shares Held

196M

Call Options Held

8.6K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

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