A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,643 shares of BIV stock, worth $1.54 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,643
Previous 16,291 26.71%
Holding current value
$1.54 Million
Previous $1.24 Million 25.08%
% of portfolio
0.02%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$74.51 - $76.61 $324,267 - $333,406
4,352 Added 26.71%
20,643 $1.56 Million
Q4 2023

Feb 13, 2024

SELL
$70.49 - $76.74 $119,621 - $130,227
-1,697 Reduced 9.43%
16,291 $1.24 Million
Q3 2023

Nov 15, 2023

SELL
$72.11 - $75.67 $195,273 - $204,914
-2,708 Reduced 13.08%
17,988 $1.3 Million
Q2 2023

Aug 15, 2023

BUY
$74.96 - $77.47 $125,408 - $129,607
1,673 Added 8.79%
20,696 $1.56 Million
Q1 2023

May 03, 2023

SELL
$73.57 - $77.31 $274,342 - $288,288
-3,729 Reduced 16.39%
19,023 $1.46 Million
Q4 2022

Feb 13, 2023

SELL
$72.19 - $76.32 $43,458 - $45,944
-602 Reduced 2.58%
22,752 $1.69 Million
Q3 2022

Nov 14, 2022

BUY
N/A
1,200 Added 5.42%
23,354 $1.72 Million
Q2 2022

Aug 08, 2022

SELL
N/A
-1,344 Reduced 5.72%
22,154 $1.72 Million
Q1 2022

May 12, 2022

SELL
N/A
-1,127 Reduced 4.58%
23,498 $1.92 Million
Q4 2021

Feb 15, 2022

BUY
N/A
2,169 Added 9.66%
24,625 $2.16 Million
Q3 2021

Nov 15, 2021

BUY
N/A
3,136 Added 16.23%
22,456 $2.01 Million
Q2 2021

Aug 13, 2021

BUY
N/A
242 Added 1.27%
19,320 $1.74 Million
Q1 2021

May 13, 2021

BUY
N/A
865 Added 4.75%
19,078 $1.69 Million
Q4 2020

Feb 12, 2021

BUY
N/A
717 Added 4.1%
18,213 $1.69 Million
Q3 2020

Nov 13, 2020

BUY
N/A
1,367 Added 8.48%
17,496 $1.64 Million
Q2 2020

Jul 30, 2020

BUY
N/A
1,058 Added 7.02%
16,129 $1.5 Million
Q1 2020

May 18, 2020

BUY
N/A
2,242 Added 17.48%
15,071 $1.35 Million
Q4 2019

Feb 20, 2020

BUY
N/A
1,109 Added 9.46%
12,829 $1.12 Million
Q3 2019

Nov 15, 2019

BUY
N/A
933 Added 8.65%
11,720 $1.03 Million
Q2 2019

Aug 15, 2019

SELL
N/A
-218 Reduced 1.98%
10,787 $825,000
Q1 2019

May 15, 2019

BUY
N/A
5,036 Added 84.37%
11,005 $924,000
Q4 2018

Feb 14, 2019

BUY
N/A
2,580 Added 76.13%
5,969 $485,000
Q3 2018

Nov 13, 2018

BUY
N/A
787 Added 30.25%
3,389 $272,000
Q2 2018

Jul 27, 2018

SELL
N/A
-771 Reduced 22.86%
2,602 $477,000
Q1 2018

May 15, 2018

BUY
N/A
184 Added 5.77%
3,373 $275,000
Q4 2017

May 15, 2018

BUY
N/A
3,189
3,189 $266,000

Others Institutions Holding BIV

About VANGUARD BD INDEX FD INC INTER


  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
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