Montz Harcus Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Montz Harcus Wealth Management LLC

  • $181 Million
  • Q1 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 4,627 shares of BIV stock, worth $354,150. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,627
Previous 4,428 4.49%
Holding current value
$354,150
Previous $330,000 7.27%
% of portfolio
0.2%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$73.78 - $76.59 $14,682 - $15,241
199 Added 4.49%
4,627 $354,000
Q4 2024

Jan 29, 2025
SELL
$74.5 - $78.37 $24,063 - $25,313
-323 Reduced 6.8%
4,428 $330,000
Q3 2024

Oct 24, 2024
BUY
$74.26 - $78.84 $31,040 - $32,955
418 Added 9.65%
4,751 $372,000
Q2 2024

Jul 19, 2024
BUY
$73.13 - $75.43 $8,409 - $8,674
115 Added 2.73%
4,333 $324,000
Q1 2024

May 07, 2024
BUY
$74.51 - $76.61 $314,283 - $323,140
4,218 New
4,218 $318,000

Others Institutions Holding BIV

# of Institutions
994
Shares Held
187M
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
  • Sector ETFs
  • Industry ETFs
More about BIV
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