Vista Wealth Management Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 33,673 shares of BIV stock, worth $2.59 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

33,673

Previous 32,504 3.6%

Holding current value

$2.59 Million

Previous $2.43 Million 5.89%

% of portfolio

0.18%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$73.78 - $76.59 $86,248 - $89,533	1,169 Added 3.6%	33,673 $2.57 Million
Q4 2024 Jan 27, 2025	BUY	$74.5 - $78.37 $30,545 - $32,131	410 Added 1.28%	32,504 $2.43 Million
Q3 2024 Nov 06, 2024	BUY	$74.26 - $78.84 $64,606 - $68,590	870 Added 2.79%	32,094 $2.52 Million
Q2 2024 Jul 30, 2024	SELL	$73.13 - $75.43 $17,258 - $17,801	-236 Reduced 0.75%	31,224 $2.34 Million
Q1 2024 Apr 29, 2024	BUY	$74.51 - $76.61 $127,784 - $131,386	1,715 Added 5.77%	31,460 $2.37 Million
Q4 2023 Feb 12, 2024	SELL	$70.49 - $76.74 $109,048 - $118,716	-1,547 Reduced 4.94%	29,745 $2.27 Million
Q3 2023 Nov 14, 2023	BUY	$72.11 - $75.67 $35,478 - $37,229	492 Added 1.6%	31,292 $2.26 Million
Q2 2023 Aug 02, 2023	SELL	$74.96 - $77.47 $137,476 - $142,079	-1,834 Reduced 5.62%	30,800 $2.32 Million
Q1 2023 May 04, 2023	BUY	$73.57 - $77.31 $1.44 Million - $1.51 Million	19,536 Added 149.15%	32,634 $2.5 Million
Q4 2022 Feb 07, 2023	BUY	$71.64 - $76.32 $675,708 - $719,850	9,432 Added 257.28%	13,098 $973,000
Q3 2022 Oct 25, 2022	SELL	$72.72 - $79.93 $197,580 - $217,169	-2,717 Reduced 42.57%	3,666 $264,000
Q2 2022 Jul 14, 2022	SELL	$75.37 - $81.44 $221,964 - $239,840	-2,945 Reduced 31.57%	6,383 $499,000
Q1 2022 May 04, 2022	BUY	$81.03 - $87.06 $406,851 - $437,128	5,021 Added 116.58%	9,328 $764,000
Q4 2021 Jan 19, 2022	BUY	$87.51 - $89.66 $12,251 - $12,552	140 Added 3.36%	4,307 $377,000
Q3 2021 Nov 02, 2021	BUY	$89.41 - $91.32 $4,559 - $4,657	51 Added 1.24%	4,167 $373,000
Q2 2021 Jul 27, 2021	BUY	$88.27 - $90.15 $34,337 - $35,068	389 Added 10.44%	4,116 $370,000
Q1 2021 Apr 26, 2021	BUY	$88.61 - $92.83 $7,443 - $7,797	84 Added 2.31%	3,727 $331,000
Q2 2020 Jul 14, 2020	SELL	$88.97 - $93.19 $213,528 - $223,656	-2,400 Reduced 39.72%	3,643 $339,000
Q4 2019 Feb 03, 2020	BUY	$86.78 - $88.73 $524,411 - $536,195	6,043 New	6,043 $527,000

Others Institutions Holding BIV

# of Institutions

998

Shares Held

187M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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Vista Wealth Management Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History