Soundmark Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 173,339 shares of BIV stock, worth $13 Million. This represents 5.8% of its overall portfolio holdings.

Number of Shares
173,339
Previous 118,176 46.68%
Holding current value
$13 Million
Previous $9.03 Million 44.79%
% of portfolio
5.8%
Previous 4.46%

Shares

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

Apr 11, 2024
BUY
$74.51 - $76.61 $4.11 Million - $4.23 Million
55,163 Added 46.68%
173,339 $13.1 Million
Q4 2023

Jan 09, 2024
SELL
$70.49 - $76.74 $28,266 - $30,772
-401 Reduced 0.34%
118,176 $9.03 Million
Q3 2023

Oct 10, 2023
BUY
$72.11 - $75.67 $1.98 Million - $2.08 Million
27,423 Added 30.08%
118,577 $8.57 Million
Q2 2023

Jul 13, 2023
BUY
$74.96 - $77.47 $814,215 - $841,479
10,862 Added 13.53%
91,154 $6.86 Million
Q1 2023

Apr 10, 2023
BUY
$73.57 - $77.31 $148,317 - $155,856
2,016 Added 2.58%
80,292 $6.16 Million
Q4 2022

Jan 12, 2023
BUY
$72.19 - $76.32 $3.83 Million - $4.05 Million
53,044 Added 210.23%
78,276 $0
Q3 2022

Oct 12, 2022
BUY
N/A
3,539 Added 16.31%
25,232 $1.85 Million
Q2 2022

Jul 11, 2022
BUY
N/A
4,739 Added 27.95%
21,693 $1.68 Million
Q1 2022

Apr 11, 2022
BUY
N/A
4,738 Added 38.79%
16,954 $1.39 Million
Q4 2021

Jan 18, 2022
SELL
N/A
-11,048 Reduced 47.49%
12,216 $1.07 Million
Q3 2021

Oct 13, 2021
BUY
N/A
23,264 New
23,264 $2.08 Million
Q2 2021

Jul 13, 2021
SELL
N/A
-18,064 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
N/A
4,259 Added 30.85%
18,064 $1.6 Million
Q4 2020

Jan 27, 2021
BUY
N/A
13,805 New
13,805 $1.28 Million

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

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