Pensionmark Financial Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Pensionmark Financial Group, LLC

  • $584 Million
  • Q1 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 12,355 shares of BIV stock, worth $920,694. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,355
Previous 8,703 41.96%
Holding current value
$920,694
Previous $664,000 40.21%
% of portfolio
0.16%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$74.51 - $76.61 $272,110 - $279,779
3,652 Added 41.96%
12,355 $931,000
Q4 2023

Feb 14, 2024
SELL
$70.49 - $76.74 $351,392 - $382,548
-4,985 Reduced 36.42%
8,703 $664,000
Q3 2023

Nov 14, 2023
SELL
$72.11 - $75.67 $57,039 - $59,854
-791 Reduced 5.46%
13,688 $989,000
Q2 2023

Aug 14, 2023
BUY
$74.96 - $77.47 $453,208 - $468,383
6,046 Added 71.69%
14,479 $1.09 Million
Q1 2023

May 15, 2023
BUY
$73.57 - $77.31 $17,141 - $18,013
233 Added 2.84%
8,433 $647,000
Q4 2022

Feb 14, 2023
SELL
$72.19 - $76.32 $8,879 - $9,387
-123 Reduced 1.48%
8,200 $609,000
Q3 2022

Nov 14, 2022
BUY
N/A
429 Added 5.43%
8,323 $612,000
Q2 2022

Aug 09, 2022
SELL
N/A
-1,497 Reduced 15.94%
7,894 $628,000
Q1 2022

May 12, 2022
SELL
N/A
-10 Reduced 0.11%
9,391 $769,000
Q4 2021

Feb 11, 2022
BUY
N/A
923 Added 10.89%
9,401 $789,000
Q3 2021

Nov 12, 2021
BUY
N/A
713 Added 9.18%
8,478 $758,000
Q2 2021

Aug 12, 2021
BUY
N/A
653 Added 9.18%
7,765 $699,000
Q1 2021

May 17, 2021
BUY
N/A
398 Added 5.93%
7,112 $633,000
Q4 2020

Feb 16, 2021
BUY
N/A
336 Added 5.27%
6,714 $616,000
Q3 2020

Nov 13, 2020
BUY
N/A
1,637 Added 34.53%
6,378 $596,000
Q2 2020

Aug 14, 2020
BUY
N/A
4,741 New
4,741 $444,000

Others Institutions Holding BIV

# of Institutions
845
Shares Held
143M
Call Options Held
5.3K
Put Options Held
4.5K
View Full List

About VANGUARD BD INDEX FD INC INTER

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