Discipline Wealth Solutions, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Discipline Wealth Solutions, LLC

  • $127 Million
  • Q2 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 422,756 shares of BIV stock, worth $33.2 Million. This represents 25.0% of its overall portfolio holdings.

Number of Shares
422,756
Previous 378,032 11.83%
Holding current value
$33.2 Million
Previous $28.5 Million 11.08%
% of portfolio
25.0%
Previous 26.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$73.13 - $75.43 $3.27 Million - $3.37 Million
44,724 Added 11.83%
422,756 $31.7 Million
Q1 2024

May 03, 2024
BUY
$74.51 - $76.61 $7.41 Million - $7.62 Million
99,511 Added 35.73%
378,032 $28.5 Million
Q4 2023

Feb 09, 2024
BUY
$70.49 - $76.74 $19.6 Million - $21.4 Million
278,521 New
278,521 $21.3 Million

Others Institutions Holding BIV

# of Institutions
867
Shares Held
149M
Call Options Held
5.9K
Put Options Held
13.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
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