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

Liberty Wealth Management LLC

$504 Million
Q1 2025

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 4,252 shares of BIV stock, worth $322,811. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,252

Previous 4,252 -0.0%

Holding current value

$322,811

Previous $325,000 -0.0%

% of portfolio

0.06%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$73.78 - $76.59 $14,682 - $15,241	199 Added 4.91%	4,252 $325,000
Q4 2024 Feb 07, 2025	BUY	$74.5 - $78.37 $3,501 - $3,683	47 Added 1.17%	4,053 $302,000
Q3 2024 Nov 01, 2024	BUY	$74.26 - $78.84 $12,698 - $13,481	171 Added 4.46%	4,006 $313,000
Q2 2024 Aug 06, 2024	BUY	$73.13 - $75.43 $14,333 - $14,784	196 Added 5.39%	3,835 $287,000
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	$72.72 - $79.93 $11,926 - $13,108	164 Added 5.07%	3,396 $249,000
Q2 2022 Aug 15, 2022	SELL	$75.37 - $81.44 $5,803 - $6,270	-77 Reduced 2.33%	3,232 $250,000
Q1 2022 May 09, 2022	BUY	$81.03 - $87.06 $13,694 - $14,713	169 Added 5.38%	3,309 $264,000
Q4 2021 Feb 15, 2022	SELL	$87.51 - $89.66 $108,249 - $110,909	-1,237 Reduced 28.26%	3,140 $275,000
Q3 2021 Nov 15, 2021	BUY	$89.41 - $91.32 $122,670 - $125,291	1,372 Added 45.66%	4,377 $389,000
Q2 2021 Aug 13, 2021	SELL	$88.27 - $90.15 $23.6 Million - $24.1 Million	-267,281 Reduced 98.89%	3,005 $270,000
Q2 2021 Aug 13, 2021	BUY	$88.27 - $90.15 $23.7 Million - $24.2 Million	268,563 Added 15586.94%	270,286 $3.01 Million
Q4 2020 Feb 09, 2021	BUY	$92.55 - $93.62 $12,957 - $13,106	140 Added 8.84%	1,723 $158,000
Q3 2020 Nov 05, 2020	BUY	$93.08 - $94.37 $28,575 - $28,971	307 Added 24.06%	1,583 $148,000
Q2 2020 Aug 04, 2020	SELL	$88.97 - $93.19 $9,341 - $9,784	-105 Reduced 7.6%	1,276 $119,000
Q1 2020 Apr 27, 2020	SELL	$83.77 - $92.22 $1,172 - $1,291	-14 Reduced 1.0%	1,381 $123,000
Q4 2019 Feb 05, 2020	BUY	$86.78 - $88.73 $2,343 - $2,395	27 Added 1.97%	1,395 $122,000
Q3 2019 Oct 30, 2019	SELL	$86.72 - $88.11 $8,325 - $8,458	-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

1,007

Shares Held

196M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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