True Wealth Financial Partners Vanguard Bd Index Fd Inc Inter Transaction History

True Wealth Financial Partners

$164 Million
Q3 2024

A detailed history of True Wealth Financial Partners transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, True Wealth Financial Partners holds 124,476 shares of BIV stock, worth $9.39 Million. This represents 5.94% of its overall portfolio holdings.

Number of Shares

124,476

Previous 113,652 9.52%

Holding current value

$9.39 Million

Previous $8.51 Million 14.62%

% of portfolio

5.94%

Previous 5.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$74.26 - $78.84 $803,790 - $853,364	10,824 Added 9.52%	124,476 $9.76 Million
Q2 2024 Aug 09, 2024	BUY	$73.13 - $75.43 $1.02 Million - $1.06 Million	14,001 Added 14.05%	113,652 $8.51 Million
Q1 2024 May 13, 2024	BUY	$74.51 - $76.61 $336,338 - $345,817	4,514 Added 4.74%	99,651 $7.51 Million
Q4 2023 Feb 14, 2024	BUY	$70.49 - $76.74 $71,829 - $78,198	1,019 Added 1.08%	95,137 $7.27 Million
Q3 2023 Nov 06, 2023	BUY	$72.11 - $75.67 $304,736 - $319,781	4,226 Added 4.7%	94,118 $6.81 Million
Q2 2023 Jul 24, 2023	BUY	$74.96 - $77.47 $193,096 - $199,562	2,576 Added 2.95%	89,892 $6.76 Million
Q1 2023 May 11, 2023	BUY	$73.57 - $77.31 $772,852 - $812,141	10,505 Added 13.68%	87,316 $6.7 Million
Q4 2022 Feb 06, 2023	BUY	$71.64 - $76.32 $314,499 - $335,044	4,390 Added 6.06%	76,811 $5.71 Million
Q3 2022 Nov 09, 2022	BUY	$72.72 - $79.93 $401,268 - $441,053	5,518 Added 8.25%	72,421 $5.32 Million
Q2 2022 Aug 05, 2022	BUY	$75.37 - $81.44 $241,786 - $261,259	3,208 Added 5.04%	66,903 $5.2 Million
Q1 2022 May 10, 2022	BUY	$81.03 - $87.06 $131,106 - $140,863	1,618 Added 2.61%	63,695 $5.22 Million
Q4 2021 Feb 14, 2022	BUY	$87.51 - $89.66 $5.43 Million - $5.57 Million	62,077 New	62,077 $5.44 Million

Others Institutions Holding BIV

# of Institutions

898

Shares Held

157M

Call Options Held

Put Options Held

53.2K

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Financial Partners with notifications on news.

Account

True Wealth Financial Partners Vanguard Bd Index Fd Inc Inter Transaction History