San Luis Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History

San Luis Wealth Advisors LLC

$465 Million
Q2 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 135,242 shares of BIV stock, worth $10.5 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

135,242

Previous 99,745 35.59%

Holding current value

$10.5 Million

Previous $7.64 Million 36.96%

% of portfolio

2.25%

Previous 1.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$75.05 - $77.34 $2.66 Million - $2.75 Million	35,497 Added 35.59%	135,242 $10.5 Million
Q1 2025 Apr 18, 2025	SELL	$73.78 - $76.59 $3.33 Million - $3.46 Million	-45,184 Reduced 31.18%	99,745 $7.64 Million
Q4 2024 Jan 14, 2025	BUY	$74.5 - $78.37 $100,202 - $105,407	1,345 Added 0.94%	144,929 $10.8 Million
Q3 2024 Oct 09, 2024	BUY	$74.26 - $78.84 $340,927 - $361,954	4,591 Added 3.3%	143,584 $11.3 Million
Q2 2024 Jul 12, 2024	BUY	$73.13 - $75.43 $10.2 Million - $10.5 Million	138,993 New	138,993 $10.4 Million
Q2 2022 Aug 10, 2022	SELL	$75.37 - $81.44 $273,065 - $295,057	-3,623 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$81.03 - $87.06 $293,571 - $315,418	3,623 New	3,623 $317,000
Q4 2021 Feb 14, 2022	SELL	$87.51 - $89.66 $354,765 - $363,481	-4,054 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$89.41 - $91.32 $2.13 Million - $2.17 Million	-23,771 Reduced 85.43%	4,054 $363,000
Q4 2020 Feb 05, 2021	BUY	$92.55 - $93.62 $2.58 Million - $2.6 Million	27,825 New	27,825 $2.58 Million

Others Institutions Holding BIV

# of Institutions

1,016

Shares Held

191M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

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

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.

Account

San Luis Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History