Marcum Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,618 shares of BIV stock, worth $573,787. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,618

Previous 7,942 4.08%

Holding current value

$573,787

Previous $622,000 8.52%

% of portfolio

0.05%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$74.5 - $78.37 $24,138 - $25,391	-324 Reduced 4.08%	7,618 $569,000
Q3 2024 Oct 08, 2024	SELL	$74.26 - $78.84 $35,719 - $37,922	-481 Reduced 5.71%	7,942 $622,000
Q2 2024 Jul 02, 2024	BUY	$73.13 - $75.43 $19,306 - $19,913	264 Added 3.24%	8,423 $630,000
Q1 2024 Apr 10, 2024	SELL	$74.51 - $76.61 $18,180 - $18,692	-244 Reduced 2.9%	8,159 $615,000
Q4 2023 Jan 10, 2024	SELL	$70.49 - $76.74 $102,280 - $111,349	-1,451 Reduced 14.72%	8,403 $641,000
Q3 2023 Oct 10, 2023	SELL	$72.11 - $75.67 $1,225 - $1,286	-17 Reduced 0.17%	9,854 $712,000
Q2 2023 Jul 13, 2023	SELL	$74.96 - $77.47 $29,309 - $30,290	-391 Reduced 3.81%	9,871 $742,000
Q1 2023 Apr 19, 2023	SELL	$73.57 - $77.31 $39,654 - $41,670	-539 Reduced 4.99%	10,262 $787,000
Q4 2022 Jan 12, 2023	SELL	$71.64 - $76.32 $172,079 - $183,320	-2,402 Reduced 18.19%	10,801 $0
Q3 2022 Oct 11, 2022	SELL	$72.72 - $79.93 $69,374 - $76,253	-954 Reduced 6.74%	13,203 $970,000
Q2 2022 Jul 14, 2022	SELL	$75.37 - $81.44 $8,592 - $9,284	-114 Reduced 0.8%	14,157 $1.1 Million
Q1 2022 Apr 20, 2022	BUY	$81.03 - $87.06 $11,425 - $12,275	141 Added 1.0%	14,271 $1.17 Million
Q4 2021 Feb 01, 2022	BUY	$87.51 - $89.66 $3,937 - $4,034	45 Added 0.32%	14,130 $1.24 Million
Q3 2021 Nov 08, 2021	SELL	$89.41 - $91.32 $11,980 - $12,236	-134 Reduced 0.94%	14,085 $1.26 Million
Q2 2021 Aug 10, 2021	SELL	$88.27 - $90.15 $38,132 - $38,944	-432 Reduced 2.95%	14,219 $1.28 Million
Q1 2021 May 11, 2021	BUY	$88.61 - $92.83 $110,585 - $115,851	1,248 Added 9.31%	14,651 $1.3 Million
Q4 2020 Feb 09, 2021	SELL	$92.55 - $93.62 $76,816 - $77,704	-830 Reduced 5.83%	13,403 $1.24 Million
Q3 2020 Nov 09, 2020	SELL	$93.08 - $94.37 $275,609 - $279,429	-2,961 Reduced 17.22%	14,233 $1.33 Million
Q2 2020 Aug 14, 2020	BUY	$88.97 - $93.19 $186,392 - $195,233	2,095 Added 13.88%	17,194 $1.6 Million
Q1 2020 May 14, 2020	BUY	$83.77 - $92.22 $122,471 - $134,825	1,462 Added 10.72%	15,099 $1.35 Million
Q4 2019 Feb 13, 2020	BUY	$86.78 - $88.73 $1.18 Million - $1.21 Million	13,637 New	13,637 $1.19 Million

Others Institutions Holding BIV

# of Institutions

982

Shares Held

174M

Call Options Held

4.4K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

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Marcum Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History