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

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 19,910 shares of BIV stock, worth $1.53 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
19,910
Previous 16,861 18.08%
Holding current value
$1.53 Million
Previous $1.26 Million 20.95%
% of portfolio
0.8%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$73.78 - $76.59 $224,955 - $233,522
3,049 Added 18.08%
19,910 $1.52 Million
Q4 2024

Feb 10, 2025
BUY
$74.5 - $78.37 $1.04 Million - $1.09 Million
13,906 Added 470.59%
16,861 $1.26 Million
Q3 2024

Nov 06, 2024
BUY
$74.26 - $78.84 $219,438 - $232,972
2,955 New
2,955 $231,000

Others Institutions Holding BIV

# of Institutions
1,001
Shares Held
188M
Call Options Held
4.4K
Put Options Held
0
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 Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, 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 Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email