Creative One Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Creative One Wealth, LLC

  • $2.51 Billion
  • Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Creative One Wealth, LLC holds 206,613 shares of BIV stock, worth $15.5 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
206,613
Previous 185,992 11.09%
Holding current value
$15.5 Million
Previous $14.2 Million 9.66%
% of portfolio
0.62%
Previous 0.91%

Shares

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

May 14, 2024
BUY
$74.51 - $76.61 $1.54 Million - $1.58 Million
20,621 Added 11.09%
206,613 $15.6 Million
Q4 2023

Feb 09, 2024
BUY
$70.49 - $76.74 $541,856 - $589,900
7,687 Added 4.31%
185,992 $14.2 Million
Q3 2023

Oct 17, 2023
SELL
$72.11 - $75.67 $438,428 - $460,073
-6,080 Reduced 3.3%
178,305 $12.9 Million
Q2 2023

Aug 16, 2023
BUY
$74.96 - $77.47 $1.72 Million - $1.78 Million
22,972 Added 14.23%
184,385 $13.9 Million
Q2 2023

Aug 14, 2023
SELL
$74.96 - $77.47 $1.43 Million - $1.47 Million
-19,027 Reduced 10.54%
161,413 $12.5 Million
Q1 2023

May 15, 2023
BUY
$73.57 - $77.31 $762,479 - $801,240
10,364 Added 6.09%
180,440 $13.8 Million
Q4 2022

Feb 14, 2023
BUY
$72.19 - $76.32 $678,369 - $717,179
9,397 Added 5.85%
170,076 $12.6 Million
Q3 2022

Nov 14, 2022
BUY
N/A
8,551 Added 5.62%
160,679 $11.8 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-1,518 Reduced 0.99%
152,128 $11.8 Million
Q1 2022

May 13, 2022
BUY
N/A
10,924 Added 7.65%
153,646 $12.6 Million
Q4 2021

Feb 15, 2022
BUY
N/A
12,572 Added 9.66%
142,722 $12.5 Million
Q3 2021

Nov 16, 2021
BUY
N/A
21,278 Added 19.54%
130,150 $11.6 Million
Q2 2021

Aug 13, 2021
BUY
N/A
8,705 Added 8.69%
108,872 $9.79 Million
Q1 2021

May 17, 2021
BUY
N/A
9,396 Added 10.35%
100,167 $8.89 Million
Q4 2020

Feb 12, 2021
BUY
N/A
7,891 Added 9.52%
90,771 $8.43 Million
Q3 2020

Nov 13, 2020
BUY
N/A
12,360 Added 17.53%
82,880 $7.75 Million
Q2 2020

Aug 13, 2020
BUY
N/A
8,450 Added 13.61%
70,520 $6.57 Million
Q1 2020

May 14, 2020
SELL
N/A
-1,907 Reduced 2.98%
62,070 $5.55 Million
Q4 2019

Feb 13, 2020
BUY
N/A
5,303 Added 9.04%
63,977 $5.58 Million
Q3 2019

Nov 13, 2019
BUY
N/A
3,764 Added 6.85%
58,674 $5.16 Million
Q2 2019

Aug 15, 2019
BUY
N/A
4,786 Added 9.55%
54,910 $4.75 Million
Q1 2019

May 15, 2019
BUY
N/A
2,554 Added 5.37%
50,124 $4.21 Million
Q4 2018

Feb 14, 2019
BUY
N/A
7,872 Added 19.83%
47,570 $3.87 Million
Q3 2018

Nov 14, 2018
BUY
N/A
4,061 Added 11.4%
39,698 $3.2 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,828 Added 12.03%
35,637 $2.89 Million
Q1 2018

May 14, 2018
BUY
N/A
31,809 New
31,809 $2.6 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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email