Valeo Financial Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Valeo Financial Advisors, LLC

  • $3.49 Billion
  • Q2 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,818 shares of BIV stock, worth $299,942. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,818
Previous 3,796 0.58%
Holding current value
$299,942
Previous $286,000 0.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 10, 2024
BUY
$73.13 - $75.43 $1,608 - $1,659
22 Added 0.58%
3,818 $285,000
Q1 2024

Apr 25, 2024
BUY
$74.51 - $76.61 $73,168 - $75,231
982 Added 34.9%
3,796 $286,000
Q1 2024

Apr 19, 2024
BUY
$74.51 - $76.61 $4,321 - $4,443
58 Added 2.1%
2,814 $212,000
Q4 2023

Jan 29, 2024
BUY
$70.49 - $76.74 $194,270 - $211,495
2,756 New
2,756 $210,000
Q2 2023

Jul 14, 2023
SELL
$74.96 - $77.47 $16,716 - $17,275
-223 Reduced 5.72%
3,677 $276,000
Q1 2023

Apr 17, 2023
SELL
$73.57 - $77.31 $62,902 - $66,100
-855 Reduced 17.98%
3,900 $299,000
Q4 2022

Feb 09, 2023
BUY
$71.64 - $76.32 $2,292 - $2,442
32 Added 0.68%
4,755 $353,000
Q3 2022

Oct 31, 2022
SELL
$72.72 - $79.93 $17,598 - $19,343
-242 Reduced 4.87%
4,723 $347,000
Q2 2022

Aug 03, 2022
BUY
$75.37 - $81.44 $21,254 - $22,966
282 Added 6.02%
4,965 $386,000
Q1 2022

Apr 28, 2022
BUY
$81.03 - $87.06 $891 - $957
11 Added 0.24%
4,683 $384,000
Q4 2021

Jan 07, 2022
BUY
$87.51 - $89.66 $29,665 - $30,394
339 Added 7.82%
4,672 $409,000
Q3 2021

Nov 02, 2021
BUY
$89.41 - $91.32 $149,851 - $153,052
1,676 Added 63.08%
4,333 $388,000
Q2 2021

Jul 22, 2021
BUY
$88.27 - $90.15 $9,180 - $9,375
104 Added 4.07%
2,657 $239,000
Q1 2021

Apr 12, 2021
BUY
$88.61 - $92.83 $134,953 - $141,380
1,523 Added 147.86%
2,553 $227,000
Q4 2020

Feb 11, 2021
SELL
$92.55 - $93.62 $15,918 - $16,102
-172 Reduced 14.31%
1,030 $96,000
Q3 2020

Oct 28, 2020
BUY
$93.08 - $94.37 $111,882 - $113,432
1,202 New
1,202 $112,000
Q2 2020

Jul 20, 2020
SELL
$88.97 - $93.19 $91,194 - $95,519
-1,025 Closed
0 $0
Q1 2020

Apr 13, 2020
BUY
$83.77 - $92.22 $85,864 - $94,525
1,025 New
1,025 $93,000
Q3 2018

Nov 01, 2018
SELL
N/A
-20 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
20 New
20 $2,000
Q1 2018

Apr 12, 2018
SELL
N/A
-92 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
92
92 $8,000

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

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