Invenio Wealth Partners LLC Vanguard Bd Index Fd Inc Inter Transaction History

Invenio Wealth Partners LLC

$238 Billion
Q1 2025

A detailed history of Invenio Wealth Partners LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 21,009 shares of BIV stock, worth $1.62 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

21,009

Previous 21,975 4.4%

Holding current value

$1.62 Million

Previous $1.64 Billion 2.04%

% of portfolio

0.68%

Previous 0.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$73.78 - $76.59 $71,271 - $73,985	-966 Reduced 4.4%	21,009 $1.61 Billion
Q4 2024 Feb 12, 2025	BUY	$74.5 - $78.37 $215,156 - $226,332	2,888 Added 15.13%	21,975 $1.64 Billion
Q3 2024 Nov 13, 2024	SELL	$74.26 - $78.84 $64,012 - $67,960	-862 Reduced 4.32%	19,087 $1.5 Billion
Q2 2024 Aug 12, 2024	BUY	$73.13 - $75.43 $82,710 - $85,311	1,131 Added 6.01%	19,949 $1.49 Billion
Q1 2024 May 09, 2024	BUY	$74.51 - $76.61 $276,730 - $284,529	3,714 Added 24.59%	18,818 $1.42 Billion
Q4 2023 Feb 09, 2024	BUY	$70.49 - $76.74 $595,640 - $648,453	8,450 Added 126.99%	15,104 $1.15 Billion
Q3 2023 Nov 13, 2023	BUY	$72.11 - $75.67 $479,819 - $503,508	6,654 New	6,654 $481 Million

Others Institutions Holding BIV

# of Institutions

1,006

Shares Held

190M

Call Options Held

8.6K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

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Invenio Wealth Partners LLC Vanguard Bd Index Fd Inc Inter Transaction History