Hhm Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 3,791 shares of BIV stock, worth $286,561. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,791

Previous 5,627 32.63%

Holding current value

$286,561

Previous $440,000 35.68%

% of portfolio

0.04%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$74.5 - $78.37 $136,782 - $143,887	-1,836 Reduced 32.63%	3,791 $283,000
Q3 2024 Nov 12, 2024	BUY	$74.26 - $78.84 $38,689 - $41,075	521 Added 10.2%	5,627 $440,000
Q4 2023 Feb 05, 2024	SELL	$70.49 - $76.74 $104,677 - $113,958	-1,485 Reduced 22.53%	5,106 $389,000
Q3 2023 Nov 03, 2023	SELL	$72.11 - $75.67 $173,064 - $181,608	-2,400 Reduced 26.69%	6,591 $476,000
Q2 2022 Aug 08, 2022	SELL	$75.37 - $81.44 $13,415 - $14,496	-178 Reduced 1.94%	8,991 $698,000
Q4 2021 Feb 03, 2022	SELL	$87.51 - $89.66 $130,389 - $133,593	-1,490 Reduced 13.98%	9,169 $803,000
Q2 2021 Jul 27, 2021	BUY	$88.27 - $90.15 $925,157 - $944,862	10,481 Added 5888.2%	10,659 $959,000
Q1 2020 May 12, 2020	BUY	$83.77 - $92.22 $14,911 - $16,415	178 New	178 $16,000

Others Institutions Holding BIV

# of Institutions

985

Shares Held

175M

Call Options Held

4.4K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

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Hhm Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History