Swm Advisors Vanguard Bd Index Fd Inc Inter Transaction History
Swm Advisors
- $106 Million
- Q3 2022
A detailed history of Swm Advisors transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Swm Advisors holds 77,995 shares of BIV stock, worth $5.9 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
77,995
Previous 75,893
2.77%
Holding current value
$5.9 Million
Previous $5.89 Million
2.75%
% of portfolio
5.4%
Previous 5.37%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
985Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$926 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$628 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$584 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$474 Million0.04% of portfolio