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

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,149 shares of BIV stock, worth $240,615. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,149

Previous 7,329 57.03%

Holding current value

$240,615

Previous $574,000 59.06%

% of portfolio

0.01%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$74.5 - $78.37 $311,410 - $327,586	-4,180 Reduced 57.03%	3,149 $235,000
Q3 2024 Nov 14, 2024	BUY	$74.26 - $78.84 $141,465 - $150,190	1,905 Added 35.12%	7,329 $574,000
Q2 2024 Aug 14, 2024	SELL	$73.13 - $75.43 $10,165 - $10,484	-139 Reduced 2.5%	5,424 $406,000
Q1 2024 May 15, 2024	SELL	$74.51 - $76.61 $33,678 - $34,627	-452 Reduced 7.51%	5,563 $419,000
Q4 2023 Feb 14, 2024	SELL	$70.49 - $76.74 $30,592 - $33,305	-434 Reduced 6.73%	6,015 $459,000
Q3 2023 Nov 14, 2023	BUY	$72.11 - $75.67 $1,874 - $1,967	26 Added 0.4%	6,449 $466,000
Q2 2023 Aug 14, 2023	SELL	$74.96 - $77.47 $27,660 - $28,586	-369 Reduced 5.43%	6,423 $483,000
Q1 2023 May 15, 2023	SELL	$73.57 - $77.31 $54,515 - $57,286	-741 Reduced 9.84%	6,792 $521,000
Q4 2022 Feb 14, 2023	BUY	$71.64 - $76.32 $5,158 - $5,495	72 Added 0.97%	7,533 $559,000
Q3 2022 Nov 22, 2022	BUY	$72.72 - $79.93 $297,497 - $326,993	4,091 Added 121.39%	7,461 $548,000
Q2 2022 Aug 15, 2022	SELL	$75.37 - $81.44 $1,582 - $1,710	-21 Reduced 0.62%	3,370 $262,000
Q1 2022 May 16, 2022	SELL	$81.03 - $87.06 $6,401 - $6,877	-79 Reduced 2.28%	3,391 $278,000
Q4 2021 Feb 14, 2022	SELL	$87.51 - $89.66 $298,146 - $305,471	-3,407 Reduced 49.54%	3,470 $304,000
Q3 2021 Nov 15, 2021	SELL	$89.41 - $91.32 $794,229 - $811,195	-8,883 Reduced 56.36%	6,877 $615,000
Q2 2021 Aug 16, 2021	SELL	$88.27 - $90.15 $60,023 - $61,302	-680 Reduced 4.14%	15,760 $1.42 Million
Q1 2021 May 18, 2021	SELL	$88.61 - $92.83 $20,468 - $21,443	-231 Reduced 1.39%	16,440 $1.46 Million
Q4 2020 Feb 17, 2021	BUY	$92.55 - $93.62 $240,259 - $243,037	2,596 Added 18.44%	16,671 $1.55 Million
Q3 2020 Nov 19, 2020	BUY	$93.08 - $94.37 $988,602 - $1 Million	10,621 Added 307.5%	14,075 $1.32 Million
Q2 2020 Aug 14, 2020	SELL	$88.97 - $93.19 $947,886 - $992,846	-10,654 Reduced 75.52%	3,454 $322,000
Q1 2020 May 13, 2020	BUY	$83.77 - $92.22 $3,685 - $4,057	44 Added 0.31%	14,108 $1.26 Million
Q4 2019 Feb 18, 2020	SELL	$86.78 - $88.73 $70,118 - $71,693	-808 Reduced 5.43%	14,064 $1.23 Million
Q3 2019 Nov 15, 2019	SELL	$86.72 - $88.11 $328,495 - $333,760	-3,788 Reduced 20.3%	14,872 $1.31 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-4,867 Reduced 20.69%	18,660 $1.61 Million
Q1 2019 May 16, 2019	SELL	N/A	-2,529 Reduced 9.71%	23,527 $1.98 Million
Q4 2018 Feb 15, 2019	BUY	N/A	4,731 Added 22.19%	26,056 $2.12 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-266 Reduced 1.23%	21,325 $1.72 Million
Q2 2018 Aug 13, 2018	BUY	N/A	2,223 Added 11.48%	21,591 $1.75 Million
Q1 2018 May 15, 2018	BUY	N/A	163 Added 0.85%	19,368 $1.58 Million
Q4 2017 Feb 14, 2018	BUY	N/A	283 Added 1.5%	19,205 $1.6 Million
Q3 2017 Nov 14, 2017	BUY	N/A	18,922	18,922 $1.6 Million

Others Institutions Holding BIV

# of Institutions

994

Shares Held

183M

Call Options Held

4.4K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

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