Milestone Investment Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History

Milestone Investment Advisors LLC

$371 Million
Q2 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 38,756 shares of BIV stock, worth $3.04 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

38,756

Previous 29,950 29.4%

Holding current value

$3.04 Million

Previous $2.26 Million 28.52%

% of portfolio

0.78%

Previous 0.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$73.13 - $75.43 $643,982 - $664,236	8,806 Added 29.4%	38,756 $2.9 Million
Q1 2024 May 14, 2024	SELL	$74.51 - $76.61 $6,705 - $6,894	-90 Reduced 0.3%	29,950 $2.26 Million
Q4 2023 Feb 09, 2024	BUY	$70.49 - $76.74 $2.1 Million - $2.28 Million	29,730 Added 9590.32%	30,040 $2.29 Million
Q3 2023 Nov 08, 2023	BUY	$72.11 - $75.67 $72 - $75	1 Added 0.32%	310 $22,000
Q2 2023 Aug 02, 2023	SELL	$74.96 - $77.47 $17,465 - $18,050	-233 Reduced 42.99%	309 $23,000
Q1 2023 May 16, 2023	BUY	$73.57 - $77.31 $33,253 - $34,944	452 Added 502.22%	542 $41,000
Q4 2022 Mar 15, 2023	BUY	$71.64 - $76.32 $6,447 - $6,868	90 New	90 $6.69 Million

Others Institutions Holding BIV

# of Institutions

867

Shares Held

149M

Call Options Held

5.9K

Put Options Held

13.2K

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About VANGUARD BD INDEX FD INC INTER

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Milestone Investment Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History