Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Inter Transaction History

Forthright Family Wealth Advisory LLC

$134 Million
Q1 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,142 shares of BIV stock, worth $319,016. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,142

Previous 4,871 14.97%

Holding current value

$319,016

Previous $364,000 12.91%

% of portfolio

0.24%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$73.78 - $76.59 $53,785 - $55,834	-729 Reduced 14.97%	4,142 $317,000
Q4 2024 Mar 03, 2025	SELL	$74.5 - $78.37 $17,135 - $18,025	-230 Reduced 4.51%	4,871 $364,000
Q3 2024 Dec 09, 2024	SELL	$74.26 - $78.84 $3.69 Million - $3.92 Million	-49,673 Reduced 90.69%	5,101 $391 Million
Q2 2024 Aug 12, 2024	SELL	$73.13 - $75.43 $555,568 - $573,041	-7,597 Reduced 12.18%	54,774 $4.1 Billion
Q1 2024 Apr 29, 2024	SELL	$74.51 - $76.61 $213,024 - $219,027	-2,859 Reduced 4.38%	62,371 $4.7 Billion
Q4 2023 Feb 28, 2024	BUY	$70.49 - $76.74 $4.6 Million - $5.01 Million	65,230 New	65,230 $4.98 Billion

Others Institutions Holding BIV

# of Institutions

999

Shares Held

187M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Inter Transaction History