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

Websterrogers Financial Advisors, LLC

$274 Million
Q1 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 23,808 shares of BIV stock, worth $1.78 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

23,808

Previous 132,430 82.02%

Holding current value

$1.78 Million

Previous $10.1 Million 82.25%

% of portfolio

0.66%

Previous 4.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$74.51 - $76.61 $8.09 Million - $8.32 Million	-108,622 Reduced 82.02%	23,808 $1.8 Million
Q4 2023 Feb 14, 2024	SELL	$70.49 - $76.74 $11.3 Million - $12.3 Million	-160,463 Reduced 54.79%	132,430 $10.1 Million
Q3 2023 Nov 01, 2023	BUY	$72.11 - $75.67 $6.9 Million - $7.24 Million	95,705 Added 48.53%	292,893 $21.2 Million
Q2 2023 Jul 26, 2023	BUY	$74.96 - $77.47 $698,102 - $721,478	9,313 Added 4.96%	197,188 $14.8 Million
Q1 2023 May 03, 2023	BUY	$73.57 - $77.31 $4.7 Million - $4.94 Million	63,862 Added 51.5%	187,875 $14.4 Million

Q4 2022 Feb 06, 2023	BUY	$72.19 - $76.32 $7.3 Million - $7.72 Million	101,150 Added 442.42%	124,013 $9.22 Million
Q3 2022 Oct 26, 2022	BUY	N/A	18,416 Added 414.12%	22,863 $1.68 Million
Q2 2022 Jul 25, 2022	SELL	N/A	-36,139 Reduced 89.04%	4,447 $345,000
Q1 2022 Apr 14, 2022	BUY	N/A	40,586 New	40,586 $3.3 Million

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

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About VANGUARD BD INDEX FD INC INTER

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