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

Safir Wealth Advisors, LLC

  • $129 Million
  • Q3 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 87,272 shares of BIV stock, worth $6.58 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares
87,272
Previous 85,212 2.42%
Holding current value
$6.58 Million
Previous $6.38 Million 7.18%
% of portfolio
5.29%
Previous 5.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$74.26 - $78.84 $152,975 - $162,410
2,060 Added 2.42%
87,272 $6.84 Million
Q2 2024

Jul 15, 2024
SELL
$73.13 - $75.43 $15,137 - $15,614
-207 Reduced 0.24%
85,212 $6.38 Million
Q1 2024

Apr 15, 2024
BUY
$74.51 - $76.61 $401,459 - $412,774
5,388 Added 6.73%
85,419 $6.44 Million
Q4 2023

Jan 18, 2024
SELL
$70.49 - $76.74 $2,960 - $3,223
-42 Reduced 0.05%
80,031 $6.11 Million
Q3 2023

Oct 10, 2023
SELL
$72.11 - $75.67 $11,465 - $12,031
-159 Reduced 0.2%
80,073 $5.79 Million
Q2 2023

Jul 17, 2023
BUY
$74.96 - $77.47 $194,221 - $200,724
2,591 Added 3.34%
80,232 $6.04 Million
Q1 2023

Apr 14, 2023
BUY
$73.57 - $77.31 $125,436 - $131,813
1,705 Added 2.25%
77,641 $5.96 Million
Q4 2022

Jan 25, 2023
SELL
$71.64 - $76.32 $16,477 - $17,553
-230 Reduced 0.3%
75,936 $0
Q3 2022

Oct 20, 2022
SELL
$72.72 - $79.93 $170,892 - $187,835
-2,350 Reduced 2.99%
76,166 $5.6 Million
Q2 2022

Jul 25, 2022
SELL
$75.37 - $81.44 $87,806 - $94,877
-1,165 Reduced 1.46%
78,516 $6.1 Million
Q1 2022

Apr 27, 2022
SELL
$81.03 - $87.06 $187,989 - $201,979
-2,320 Reduced 2.83%
79,681 $6.53 Million
Q4 2021

Jan 26, 2022
BUY
$87.51 - $89.66 $105,449 - $108,040
1,205 Added 1.49%
82,001 $7.19 Million
Q3 2021

Nov 15, 2021
SELL
$89.41 - $91.32 $156,020 - $159,353
-1,745 Reduced 2.11%
80,796 $7.23 Million
Q2 2021

Aug 16, 2021
BUY
$88.27 - $90.15 $511,259 - $522,148
5,792 Added 7.55%
82,541 $7.43 Million
Q1 2021

Apr 15, 2021
BUY
$88.61 - $92.83 $195,650 - $204,968
2,208 Added 2.96%
76,749 $6.81 Million
Q4 2020

Jan 28, 2021
BUY
$92.55 - $93.62 $6.9 Million - $6.98 Million
74,541 New
74,541 $6.92 Million

Others Institutions Holding BIV

# of Institutions
898
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
Track This Portfolio

Track Safir Wealth Advisors, LLC Portfolio

Follow Safir Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Safir Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safir Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email