Heartwood Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 216,065 shares of BIV stock, worth $16.6 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
216,065
Previous 202,562 6.67%
Holding current value
$16.6 Million
Previous $15.1 Million 9.3%
% of portfolio
1.99%
Previous 1.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$73.78 - $76.59 $996,251 - $1.03 Million
13,503 Added 6.67%
216,065 $16.5 Million
Q4 2024

Jan 10, 2025
BUY
$74.5 - $78.37 $26,298 - $27,664
353 Added 0.17%
202,562 $15.1 Million
Q3 2024

Oct 07, 2024
BUY
$74.26 - $78.84 $15 Million - $15.9 Million
202,209 New
202,209 $15.8 Million

Others Institutions Holding BIV

# of Institutions
1,008
Shares Held
196M
Call Options Held
8.6K
Put Options Held
6K
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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