Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022

SELL
$81.03 - $87.06 $568,182 - $610,464
-7,012 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$87.51 - $89.66 $325,187 - $333,176
-3,716 Reduced 34.64%
7,012 $614,000
Q3 2021

Nov 15, 2021

SELL
$89.41 - $91.32 $991,109 - $1.01 Million
-11,085 Reduced 50.82%
10,728 $959,000
Q2 2021

Aug 09, 2021

SELL
$88.27 - $90.15 $166,300 - $169,842
-1,884 Reduced 7.95%
21,813 $1.96 Million
Q1 2021

May 17, 2021

SELL
$88.61 - $92.83 $128,573 - $134,696
-1,451 Reduced 5.77%
23,697 $2.1 Million
Q4 2020

Feb 12, 2021

BUY
$92.55 - $93.62 $182,601 - $184,712
1,973 Added 8.51%
25,148 $2.33 Million
Q3 2020

Nov 10, 2020

BUY
$93.08 - $94.37 $1.47 Million - $1.49 Million
15,750 Added 212.12%
23,175 $2.17 Million
Q2 2020

Aug 11, 2020

BUY
$88.97 - $93.19 $660,602 - $691,935
7,425 New
7,425 $691,000

Others Institutions Holding BIV

About VANGUARD BD INDEX FD INC INTER


  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
Track This Portfolio

Track Essex Private Wealth Management, LLC Portfolio

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

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.