Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 87,785 shares of BIV stock, worth $6.57 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
87,785
Previous 71,595 22.61%
Holding current value
$6.57 Million
Previous $5.4 Million 22.6%
% of portfolio
0.53%
Previous 0.48%

Shares

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

Jun 11, 2024
BUY
$74.51 - $76.61 $1.21 Million - $1.24 Million
16,190 Added 22.61%
87,785 $6.62 Million
Q4 2023

Feb 09, 2024
BUY
$70.49 - $76.74 $414,974 - $451,768
5,887 Added 8.96%
71,595 $5.47 Million
Q3 2023

Nov 03, 2023
BUY
$72.11 - $75.67 $927,406 - $973,191
12,861 Added 24.34%
65,708 $4.75 Million
Q2 2023

Aug 04, 2023
BUY
$74.96 - $77.47 $388,142 - $401,139
5,178 Added 10.86%
52,847 $3.98 Million
Q1 2023

May 11, 2023
BUY
$73.57 - $77.31 $648,151 - $681,101
8,810 Added 22.67%
47,669 $3.66 Million
Q4 2022

Feb 09, 2023
BUY
$72.19 - $76.32 $1.06 Million - $1.12 Million
14,668 Added 60.63%
38,859 $2.89 Million
Q3 2022

Nov 07, 2022
BUY
N/A
14,924 Added 161.04%
24,191 $1.78 Million
Q2 2022

Aug 01, 2022
SELL
N/A
-890 Reduced 8.76%
9,267 $719,000
Q1 2022

May 25, 2022
SELL
N/A
-1,279 Reduced 11.18%
10,157 $832,000
Q4 2021

Feb 07, 2022
BUY
N/A
11,436 New
11,436 $1 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
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