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 $578,739. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,618
Previous 7,942 4.08%
Holding current value
$578,739
Previous $622,000 8.52%
% of portfolio
0.05%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
991
Shares Held
175M
Call Options Held
4.4K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
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More about BIV
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