Modera Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Modera Wealth Management, LLC

$6.54 Billion
Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Modera Wealth Management, LLC holds 384,922 shares of BIV stock, worth $28.7 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

384,922

Previous 369,077 4.29%

Holding current value

$28.7 Million

Previous $28.2 Million 2.95%

% of portfolio

0.44%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$74.51 - $76.61 $1.18 Million - $1.21 Million	15,845 Added 4.29%	384,922 $29 Million
Q4 2023 Feb 14, 2024	SELL	$70.49 - $76.74 $2.61 Million - $2.84 Million	-37,068 Reduced 9.13%	369,077 $28.2 Million
Q3 2023 Nov 30, 2023	BUY	$72.11 - $75.67 $29.3 Million - $30.7 Million	406,145 New	406,145 $29.4 Million
Q2 2023 Aug 07, 2023	BUY	$74.96 - $77.47 $1.52 Million - $1.57 Million	20,263 Added 5.27%	404,754 $30.4 Million
Q1 2023 May 05, 2023	SELL	$73.57 - $77.31 $141,916 - $149,130	-1,929 Reduced 0.5%	384,491 $29.5 Million

Q4 2022 Feb 07, 2023	SELL	$72.19 - $76.32 $656,062 - $693,596	-9,088 Reduced 2.3%	386,420 $28.7 Million
Q3 2022 Nov 01, 2022	SELL	N/A	-1,961 Reduced 0.49%	395,508 $29.1 Million
Q2 2022 Jul 27, 2022	BUY	N/A	7,984 Added 2.05%	397,469 $30.9 Million
Q1 2022 May 03, 2022	BUY	N/A	6,395 Added 1.67%	389,485 $31.9 Million
Q4 2021 Feb 04, 2022	BUY	N/A	19,776 Added 5.44%	383,090 $33.6 Million
Q3 2021 Nov 04, 2021	BUY	N/A	17,341 Added 5.01%	363,314 $32.5 Million
Q2 2021 Aug 02, 2021	BUY	N/A	23,895 Added 7.42%	345,973 $31.1 Million
Q1 2021 Apr 29, 2021	BUY	N/A	11,943 Added 3.85%	322,078 $28.6 Million
Q4 2020 Feb 11, 2021	BUY	N/A	310,135 New	310,135 $28.8 Million

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

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About VANGUARD BD INDEX FD INC INTER

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