Golden State Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 6,292 shares of BIV stock, worth $484,609. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,292

Previous 12,776 50.75%

Holding current value

$484,609

Previous $978,000 49162.88%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$73.78 - $76.59 $478,389 - $496,609	-6,484 Reduced 50.75%	6,292 $482 Million
Q1 2025 Apr 23, 2025	BUY	$73.78 - $76.59 $472,708 - $490,712	6,407 Added 100.6%	12,776 $978,000
Q4 2024 Jan 28, 2025	SELL	$74.5 - $78.37 $93,274 - $98,119	-1,252 Reduced 16.43%	6,369 $476 Million
Q1 2022 May 19, 2022	SELL	$81.03 - $87.06 $32,006 - $34,388	-395 Reduced 4.93%	7,621 $624,000
Q1 2022 May 16, 2022	BUY	$81.03 - $87.06 $33,627 - $36,129	415 Added 5.46%	8,016 $711,000
Q4 2021 Feb 14, 2022	SELL	$87.51 - $89.66 $40,604 - $41,602	-464 Reduced 5.75%	7,601 $666,000
Q3 2021 Nov 15, 2021	BUY	$89.41 - $91.32 $44,705 - $45,660	500 Added 6.61%	8,065 $721,000
Q2 2021 Aug 12, 2021	SELL	$88.27 - $90.15 $39,809 - $40,657	-451 Reduced 5.63%	7,565 $681,000
Q1 2021 May 14, 2021	SELL	$88.61 - $92.83 $38,190 - $40,009	-431 Reduced 5.1%	8,016 $711,000
Q4 2020 Jan 28, 2021	SELL	$92.55 - $93.62 $39,703 - $40,162	-429 Reduced 4.83%	8,447 $784,000
Q3 2020 Nov 12, 2020	BUY	$93.08 - $94.37 $826,178 - $837,628	8,876 New	8,876 $830,000
Q2 2020 Aug 11, 2020	SELL	$88.97 - $93.19 $759,714 - $795,749	-8,539 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$83.77 - $92.22 $715,312 - $787,466	8,539 New	8,539 $763,000

Others Institutions Holding BIV

# of Institutions

998

Shares Held

187M

Call Options Held

4.4K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Golden State Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History