Forum Private Client Group LLC Vanguard Bd Index Fd Inc Inter Transaction History

Forum Private Client Group LLC

$230 Billion
Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Forum Private Client Group LLC holds 4,460 shares of BIV stock, worth $341,056. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,460

Previous 4,494 0.76%

Holding current value

$341,056

Previous $336 Million 1.69%

% of portfolio

0.15%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$73.78 - $76.59 $2,508 - $2,604	-34 Reduced 0.76%	4,460 $342 Million
Q4 2024 Feb 13, 2025	SELL	$74.5 - $78.37 $1,564 - $1,645	-21 Reduced 0.47%	4,494 $336 Million
Q3 2024 Nov 12, 2024	BUY	$74.26 - $78.84 $668 - $709	9 Added 0.2%	4,515 $354 Million
Q1 2024 May 15, 2024	BUY	$74.51 - $76.61 $10,133 - $10,418	136 Added 3.11%	4,506 $340 Million
Q4 2023 Jan 19, 2024	BUY	$70.49 - $76.74 $308,041 - $335,353	4,370 New	4,370 $334 Million
Q1 2023 May 15, 2023	SELL	$73.57 - $77.31 $49,880 - $52,416	-678 Reduced 13.48%	4,352 $333,000
Q4 2022 Feb 10, 2023	SELL	$71.64 - $76.32 $18,196 - $19,385	-254 Reduced 4.81%	5,030 $373,000
Q3 2022 Nov 10, 2022	SELL	$72.72 - $79.93 $53,521 - $58,828	-736 Reduced 12.23%	5,284 $388,000
Q2 2022 Aug 05, 2022	SELL	$75.37 - $81.44 $120,968 - $130,711	-1,605 Reduced 21.05%	6,020 $467,000
Q1 2022 Aug 05, 2022	BUY	$81.03 - $87.06 $617,853 - $663,832	7,625 New	7,625 $625,000

Others Institutions Holding BIV

# of Institutions

1,008

Shares Held

196M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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Forum Private Client Group LLC Vanguard Bd Index Fd Inc Inter Transaction History