Vista Private Wealth Partners. LLC Vanguard Bd Index Fd Inc Inter Transaction History

Vista Private Wealth Partners. LLC

  • $223 Million
  • Q1 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 24,210 shares of BIV stock, worth $1.8 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
24,210
Previous 24,255 0.19%
Holding current value
$1.8 Million
Previous $1.85 Million 1.46%
% of portfolio
0.82%
Previous 0.72%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$74.51 - $76.61 $3,352 - $3,447
-45 Reduced 0.19%
24,210 $1.83 Million
Q4 2023

Feb 13, 2024
BUY
$70.49 - $76.74 $63,793 - $69,449
905 Added 3.88%
24,255 $1.85 Million
Q3 2023

Oct 10, 2023
BUY
$72.11 - $75.67 $65,475 - $68,708
908 Added 4.05%
23,350 $1.69 Million
Q2 2023

Jul 17, 2023
SELL
$74.96 - $77.47 $60,717 - $62,750
-810 Reduced 3.48%
22,442 $1.69 Million
Q1 2023

May 09, 2023
SELL
$73.57 - $77.31 $22,659 - $23,811
-308 Reduced 1.31%
23,252 $1.78 Million
Q4 2022

Jan 12, 2023
BUY
$72.19 - $76.32 $756,767 - $800,062
10,483 Added 80.16%
23,560 $0
Q3 2022

Oct 13, 2022
BUY
N/A
76 Added 0.58%
13,077 $970,000
Q2 2022

Jul 13, 2022
SELL
N/A
-9 Reduced 0.07%
13,001 $1.02 Million
Q1 2022

Apr 13, 2022
BUY
N/A
70 Added 0.54%
13,010 $1.06 Million
Q4 2021

Jan 19, 2022
BUY
N/A
1,031 Added 8.66%
12,940 $1.13 Million
Q3 2021

Oct 13, 2021
BUY
N/A
230 Added 1.97%
11,909 $1.07 Million
Q2 2021

Jul 14, 2021
BUY
N/A
11,679 New
11,679 $1.05 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-9,059 Closed
0 $0
Q4 2020

Jan 20, 2021
BUY
N/A
9,059 New
9,059 $841,000

Others Institutions Holding BIV

# of Institutions
845
Shares Held
143M
Call Options Held
5.3K
Put Options Held
4.5K
View Full List

About VANGUARD BD INDEX FD INC INTER

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