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

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

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 62,371 shares of BIV stock, worth $4.67 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
62,371
Previous 65,230 4.38%
Holding current value
$4.67 Million
Previous $4.98 Billion 5.61%
% of portfolio
3.15%
Previous 3.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email