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

Sugarloaf Wealth Management, LLC

  • $460 Million
  • Q2 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 762 shares of BIV stock, worth $59,862. This represents 0.01% of its overall portfolio holdings.

Number of Shares
762
Previous 543 40.33%
Holding current value
$59,862
Previous $40,000 42.5%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
BUY
$73.13 - $75.43 $16,015 - $16,519
219 Added 40.33%
762 $57,000
Q1 2024

Apr 23, 2024
BUY
$74.51 - $76.61 $15,945 - $16,394
214 Added 65.05%
543 $40,000
Q4 2023

Jan 10, 2024
BUY
$70.49 - $76.74 $23,191 - $25,247
329 New
329 $25,000

Others Institutions Holding BIV

# of Institutions
867
Shares Held
149M
Call Options Held
5.9K
Put Options Held
13.2K
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 Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email