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

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Western Wealth Management, LLC holds 6,294 shares of BIV stock, worth $471,357. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,294
Previous 24,654 74.47%
Holding current value
$471,357
Previous $1.88 Million 74.83%
% of portfolio
0.04%
Previous 0.14%

Shares

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

May 02, 2024
SELL
$74.51 - $76.61 $1.37 Million - $1.41 Million
-18,360 Reduced 74.47%
6,294 $474,000
Q4 2023

Jan 31, 2024
SELL
$70.49 - $76.74 $227,471 - $247,639
-3,227 Reduced 11.57%
24,654 $1.88 Million
Q3 2023

Nov 07, 2023
BUY
$72.11 - $75.67 $206,234 - $216,416
2,860 Added 11.43%
27,881 $2.02 Million
Q2 2023

Aug 30, 2023
BUY
$74.96 - $77.47 $152,468 - $157,573
2,034 Added 8.85%
25,021 $1.88 Million
Q1 2023

Aug 30, 2023
BUY
$73.57 - $77.31 $491,594 - $516,585
6,682 Added 40.98%
22,987 $1.76 Million
Q4 2022

Feb 02, 2023
SELL
$72.19 - $76.32 $1.67 Million - $1.77 Million
-23,144 Reduced 58.67%
16,305 $1.21 Million
Q3 2022

Nov 04, 2022
SELL
N/A
-10,713 Reduced 21.36%
39,449 $2.89 Million
Q2 2022

Jul 18, 2022
BUY
N/A
2,866 Added 6.06%
50,162 $3.88 Million
Q1 2022

May 10, 2022
BUY
N/A
44,498 Added 1590.35%
47,296 $3.87 Million
Q4 2021

Feb 14, 2022
BUY
N/A
2,798 New
2,798 $247,000
Q1 2021

May 14, 2021
SELL
N/A
-2,406 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
N/A
87 Added 3.75%
2,406 $223,000
Q3 2020

Oct 27, 2020
BUY
N/A
6 Added 0.26%
2,319 $217,000
Q2 2020

Jul 20, 2020
BUY
N/A
2,313 New
2,313 $216,000

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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