Cypress Wealth Services, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Cypress Wealth Services, LLC

  • $420 Million
  • Q1 2024

A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 4,911 shares of BIV stock, worth $369,847. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,911
Previous 3,120 57.4%
Holding current value
$369,847
Previous $238,000 55.46%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Apr 15, 2024
BUY
$74.51 - $76.61 $133,447 - $137,208
1,791 Added 57.4%
4,911 $370,000
Q4 2023

Jan 10, 2024
SELL
$70.49 - $76.74 $351,463 - $382,625
-4,986 Reduced 61.51%
3,120 $238,000
Q3 2023

Oct 13, 2023
SELL
$72.11 - $75.67 $265,869 - $278,995
-3,687 Reduced 31.26%
8,106 $586,000
Q2 2023

Jul 21, 2023
BUY
$74.96 - $77.47 $640,608 - $662,058
8,546 Added 263.2%
11,793 $887,000
Q1 2023

Apr 07, 2023
SELL
$73.57 - $77.31 $93,139 - $97,874
-1,266 Reduced 28.05%
3,247 $249,000
Q4 2022

Jan 18, 2023
BUY
$72.19 - $76.32 $77,965 - $82,425
1,080 Added 31.46%
4,513 $0
Q3 2022

Oct 14, 2022
BUY
N/A
3,433 New
3,433 $251,000
Q2 2022

Jul 27, 2022
SELL
N/A
-2,911 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
N/A
458 Added 18.67%
2,911 $238,000
Q4 2021

Jan 19, 2022
SELL
N/A
-30 Reduced 1.21%
2,453 $215,000
Q3 2021

Oct 13, 2021
SELL
N/A
-91 Reduced 3.54%
2,483 $222,000
Q2 2020

Jul 15, 2020
SELL
N/A
-33 Reduced 1.27%
2,574 $240,000
Q1 2020

Apr 10, 2020
BUY
N/A
9 Added 0.35%
2,607 $233,000
Q4 2019

Jan 14, 2020
SELL
N/A
-56 Reduced 2.11%
2,598 $227,000
Q4 2018

Jan 22, 2019
BUY
N/A
2,654 New
2,654 $216,000

Others Institutions Holding BIV

# of Institutions
846
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
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More about BIV
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