Intergy Private Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Intergy Private Wealth, LLC

$260 Million
Q1 2025

A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 75,007 shares of BIV stock, worth $5.73 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

75,007

Previous 74,498 0.68%

Holding current value

$5.73 Million

Previous $5.57 Million 2.95%

% of portfolio

2.2%

Previous 2.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$73.78 - $76.59 $37,554 - $38,984	509 Added 0.68%	75,007 $5.73 Million
Q4 2024 Jan 23, 2025	BUY	$74.5 - $78.37 $163,229 - $171,708	2,191 Added 3.03%	74,498 $5.57 Million
Q3 2024 Oct 17, 2024	BUY	$74.26 - $78.84 $62,526 - $66,383	842 Added 1.18%	72,307 $5.67 Million
Q2 2024 Jul 15, 2024	BUY	$73.13 - $75.43 $449,237 - $463,366	6,143 Added 9.4%	71,465 $5.35 Million
Q1 2024 Apr 24, 2024	BUY	$74.51 - $76.61 $199,388 - $205,008	2,676 Added 4.27%	65,322 $4.93 Million
Q4 2023 Jan 11, 2024	BUY	$70.49 - $76.74 $285,695 - $311,027	4,053 Added 6.92%	62,646 $4.78 Million
Q3 2023 Oct 19, 2023	BUY	$72.11 - $75.67 $37,785 - $39,651	524 Added 0.9%	58,593 $4.24 Million
Q2 2023 Aug 11, 2023	BUY	$74.96 - $77.47 $408,831 - $422,521	5,454 Added 10.37%	58,069 $4.37 Million
Q1 2023 May 03, 2023	BUY	$73.57 - $77.31 $107,927 - $113,413	1,467 Added 2.87%	52,615 $4.04 Million
Q4 2022 Jan 18, 2023	BUY	$71.64 - $76.32 $249,593 - $265,898	3,484 Added 7.31%	51,148 $0
Q3 2022 Oct 18, 2022	BUY	$72.72 - $79.93 $243,830 - $268,005	3,353 Added 7.57%	47,664 $3.5 Million
Q2 2022 Jul 13, 2022	SELL	$75.37 - $81.44 $995,336 - $1.08 Million	-13,206 Reduced 22.96%	44,311 $3.44 Million
Q1 2022 Apr 25, 2022	BUY	$81.03 - $87.06 $1.38 Million - $1.48 Million	16,980 Added 41.89%	57,517 $4.71 Million
Q4 2021 Feb 17, 2022	BUY	$87.51 - $89.66 $3.55 Million - $3.63 Million	40,537 New	40,537 $3.55 Million

Others Institutions Holding BIV

# of Institutions

994

Shares Held

183M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Account

Intergy Private Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History