One Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

One Wealth Advisors, LLC

$639 Million
Q3 2024

A detailed history of One Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, One Wealth Advisors, LLC holds 7,688 shares of BIV stock, worth $578,291. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,688

Holding current value

$578,291

% of portfolio

0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$74.26 - $78.84 $570,910 - $606,121	7,688 New	7,688 $602,000
Q1 2024 Apr 15, 2024	SELL	$74.51 - $76.61 $374,040 - $384,582	-5,020 Reduced 38.91%	7,880 $594,000
Q4 2023 Feb 13, 2024	BUY	$70.49 - $76.74 $620,664 - $675,695	8,805 Added 215.02%	12,900 $985,000
Q3 2023 Nov 01, 2023	SELL	$72.11 - $75.67 $436,481 - $458,030	-6,053 Reduced 59.65%	4,095 $296,000
Q2 2023 Aug 14, 2023	BUY	$74.96 - $77.47 $128,106 - $132,396	1,709 Added 20.25%	10,148 $763,000
Q1 2023 May 15, 2023	BUY	$73.57 - $77.31 $21,923 - $23,038	298 Added 3.66%	8,439 $647,000
Q4 2022 Feb 14, 2023	BUY	$71.64 - $76.32 $583,221 - $621,321	8,141 New	8,141 $605,000
Q2 2022 Aug 15, 2022	SELL	$75.37 - $81.44 $709,231 - $766,350	-9,410 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$81.03 - $87.06 $762,492 - $819,234	9,410 New	9,410 $771,000

Others Institutions Holding BIV

# of Institutions

898

Shares Held

157M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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One Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History