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

True Wealth Financial Partners

$164 Million
Q1 2025

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 104,872 shares of BIV stock, worth $8.1 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares

104,872

Previous 125,645 16.53%

Holding current value

$8.1 Million

Previous $9.39 Million 14.47%

% of portfolio

4.91%

Previous 5.9%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$73.78 - $76.59 $1.53 Million - $1.59 Million	-20,773 Reduced 16.53%	104,872 $8.03 Million
Q4 2024 Feb 13, 2025	BUY	$74.5 - $78.37 $87,090 - $91,614	1,169 Added 0.94%	125,645 $9.39 Million
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

1,017

Shares Held

193M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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