Liberty Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Liberty Wealth Management LLC

  • $512 Million
  • Q1 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,639 shares of BIV stock, worth $271,178. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,639
Previous 6 60550.0%
Holding current value
$271,178
Previous $0 Infinity%
% of portfolio
0.05%
Previous 0.0%

Shares

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

May 02, 2024
BUY
$74.51 - $76.61 $270,694 - $278,324
3,633 Added 60550.0%
3,639 $274,000
Q4 2023

Feb 08, 2024
SELL
$70.49 - $76.74 $233,744 - $254,469
-3,316 Reduced 99.82%
6 $0
Q3 2023

Nov 13, 2023
SELL
$72.11 - $75.67 $7,787 - $8,172
-108 Reduced 3.15%
3,322 $240,000
Q2 2023

Aug 10, 2023
BUY
$74.96 - $77.47 $3,673 - $3,796
49 Added 1.45%
3,430 $258,000
Q1 2023

May 03, 2023
SELL
$73.57 - $77.31 $1,103 - $1,159
-15 Reduced 0.44%
3,381 $259,000
Q3 2022

Nov 15, 2022
BUY
N/A
164 Added 5.07%
3,396 $249,000
Q2 2022

Aug 15, 2022
SELL
N/A
-77 Reduced 2.33%
3,232 $250,000
Q1 2022

May 09, 2022
BUY
N/A
169 Added 5.38%
3,309 $264,000
Q4 2021

Feb 15, 2022
SELL
N/A
-1,237 Reduced 28.26%
3,140 $275,000
Q3 2021

Nov 15, 2021
BUY
N/A
1,372 Added 45.66%
4,377 $389,000
Q2 2021

Aug 13, 2021
BUY
N/A
268,563 Added 15586.94%
270,286 $3.01 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-267,281 Reduced 98.89%
3,005 $270,000
Q4 2020

Feb 09, 2021
BUY
N/A
140 Added 8.84%
1,723 $158,000
Q3 2020

Nov 05, 2020
BUY
N/A
307 Added 24.06%
1,583 $148,000
Q2 2020

Aug 04, 2020
SELL
N/A
-105 Reduced 7.6%
1,276 $119,000
Q1 2020

Apr 27, 2020
SELL
N/A
-14 Reduced 1.0%
1,381 $123,000
Q4 2019

Feb 05, 2020
BUY
N/A
27 Added 1.97%
1,395 $122,000
Q3 2019

Oct 30, 2019
SELL
N/A
-96 Reduced 6.56%
1,368 $120,000
Q2 2019

Jul 30, 2019
BUY
N/A
47 Added 3.32%
1,464 $127,000
Q1 2019

Apr 18, 2019
SELL
N/A
-178 Reduced 11.16%
1,417 $118,000
Q4 2018

Mar 26, 2019
BUY
N/A
1,595 New
1,595 $129,000

Others Institutions Holding BIV

# of Institutions
845
Shares Held
143M
Call Options Held
5.3K
Put Options Held
4.5K
View Full List

About VANGUARD BD INDEX FD INC INTER

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