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

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,567 shares of BIV stock, worth $269,736. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,567

Previous 4,304 17.12%

Holding current value

$269,736

Previous $322,000 13.35%

% of portfolio

0.1%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$74.26 - $78.84 $54,729 - $58,105	-737 Reduced 17.12%	3,567 $279,000
Q2 2024 Jul 24, 2024	BUY	$73.13 - $75.43 $35,394 - $36,508	484 Added 12.67%	4,304 $322,000
Q1 2024 Apr 23, 2024	SELL	$74.51 - $76.61 $11,176 - $11,491	-150 Reduced 3.78%	3,820 $288,000
Q4 2023 Feb 08, 2024	SELL	$70.49 - $76.74 $3,806 - $4,143	-54 Reduced 1.34%	3,970 $303,000
Q3 2023 Nov 07, 2023	SELL	$72.11 - $75.67 $3,461 - $3,632	-48 Reduced 1.18%	4,024 $290,000
Q2 2023 Jul 31, 2023	SELL	$74.96 - $77.47 $13,717 - $14,177	-183 Reduced 4.3%	4,072 $306,000
Q1 2023 Apr 19, 2023	SELL	$73.57 - $77.31 $18,466 - $19,404	-251 Reduced 5.57%	4,255 $326,000
Q4 2022 Jan 23, 2023	SELL	$71.64 - $76.32 $53,300 - $56,782	-744 Reduced 14.17%	4,506 $0
Q3 2022 Oct 21, 2022	SELL	$72.72 - $79.93 $11,635 - $12,788	-160 Reduced 2.96%	5,250 $386,000
Q2 2022 Jul 27, 2022	SELL	$75.37 - $81.44 $27,736 - $29,969	-368 Reduced 6.37%	5,410 $420,000
Q1 2022 May 05, 2022	BUY	$81.03 - $87.06 $26,658 - $28,642	329 Added 6.04%	5,778 $506,000
Q1 2022 May 04, 2022	SELL	$81.03 - $87.06 $26,658 - $28,642	-329 Reduced 5.69%	5,449 $425,000
Q4 2021 Feb 02, 2022	BUY	$87.51 - $89.66 $70,008 - $71,728	800 Added 16.07%	5,778 $506,000
Q3 2021 Oct 25, 2021	SELL	$89.41 - $91.32 $77,786 - $79,448	-870 Reduced 14.88%	4,978 $445,000
Q2 2021 Jul 23, 2021	BUY	$88.27 - $90.15 $19,419 - $19,833	220 Added 3.91%	5,848 $526,000
Q1 2021 Apr 22, 2021	BUY	$88.61 - $92.83 $498,697 - $522,447	5,628 New	5,628 $0

Others Institutions Holding BIV

# of Institutions

900

Shares Held

157M

Call Options Held

Put Options Held

53.2K

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History