Vance Wealth, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Vance Wealth, Inc. holds 4,398 shares of BIV stock, worth $327,870. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,398

Previous 4,064 8.22%

Holding current value

$327,870

Previous $304,000 13.16%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$74.26 - $78.84 $24,802 - $26,332	334 Added 8.22%	4,398 $344,000
Q2 2024 Aug 02, 2024	BUY	$73.13 - $75.43 $511 - $528	7 Added 0.17%	4,064 $304,000
Q1 2024 Apr 30, 2024	BUY	$74.51 - $76.61 $7,003 - $7,201	94 Added 2.37%	4,057 $305,000
Q4 2023 Feb 05, 2024	BUY	$70.49 - $76.74 $13,252 - $14,427	188 Added 4.98%	3,963 $302,000
Q3 2023 Nov 03, 2023	SELL	$72.11 - $75.67 $24,517 - $25,727	-340 Reduced 8.26%	3,775 $272,000
Q2 2023 Aug 02, 2023	BUY	$74.96 - $77.47 $308,460 - $318,789	4,115 New	4,115 $309,000
Q2 2022 Aug 09, 2022	SELL	$75.37 - $81.44 $16,581 - $17,916	-220 Reduced 4.38%	4,805 $373,000
Q1 2022 May 13, 2022	SELL	$81.03 - $87.06 $27,469 - $29,513	-339 Reduced 6.32%	5,025 $412,000
Q4 2021 Feb 18, 2022	BUY	$87.51 - $89.66 $469,403 - $480,936	5,364 New	5,364 $470,000

Others Institutions Holding BIV

# of Institutions

899

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 Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Account