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

Sax Wealth Advisors, LLC

  • $848 Million
  • Q1 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,961 shares of BIV stock, worth $373,612. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,961
Previous 6,158 19.44%
Holding current value
$373,612
Previous $470,000 20.43%
% of portfolio
0.04%
Previous 0.08%

Shares

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

May 13, 2024
SELL
$74.51 - $76.61 $89,188 - $91,702
-1,197 Reduced 19.44%
4,961 $374,000
Q4 2023

Feb 14, 2024
SELL
$70.49 - $76.74 $66,542 - $72,442
-944 Reduced 13.29%
6,158 $470,000
Q3 2023

Nov 07, 2023
SELL
$72.11 - $75.67 $63,601 - $66,740
-882 Reduced 11.05%
7,102 $513,000
Q2 2023

Aug 10, 2023
BUY
$74.96 - $77.47 $8,920 - $9,218
119 Added 1.51%
7,984 $600,000
Q1 2023

May 05, 2023
BUY
$73.57 - $77.31 $17,215 - $18,090
234 Added 3.07%
7,865 $603,000
Q4 2022

Feb 06, 2023
SELL
$72.19 - $76.32 $204,658 - $216,367
-2,835 Reduced 27.09%
7,631 $567,000
Q3 2022

Nov 08, 2022
SELL
N/A
-1,256 Reduced 10.71%
10,466 $769,000
Q2 2022

Aug 11, 2022
SELL
N/A
-685 Reduced 5.52%
11,722 $910,000
Q1 2022

Aug 11, 2022
SELL
N/A
-152 Reduced 1.21%
12,407 $1.02 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-657 Reduced 4.97%
12,559 $1.03 Million
Q4 2021

Feb 07, 2022
SELL
N/A
-13 Reduced 0.1%
13,216 $1.16 Million
Q3 2021

Dec 10, 2021
BUY
N/A
3,368 Added 34.15%
13,229 $1.18 Million
Q2 2021

Aug 12, 2021
BUY
N/A
2,233 Added 29.27%
9,861 $887,000
Q1 2021

May 14, 2021
BUY
N/A
615 Added 8.77%
7,628 $677,000
Q4 2020

Feb 16, 2021
BUY
N/A
7,013 New
7,013 $651,000

Others Institutions Holding BIV

# of Institutions
846
Shares Held
143M
Call Options Held
5.3K
Put Options Held
4.5K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
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More about BIV
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