Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Inter Transaction History

Wheelhouse Advisory Group LLC

  • $155 Billion
  • Q3 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 20,048 shares of BIV stock, worth $1.51 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
20,048
Previous 21,794 8.01%
Holding current value
$1.51 Million
Previous $1.62 Billion 3.26%
% of portfolio
1.01%
Previous 1.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$74.26 - $78.84 $129,657 - $137,654
-1,746 Reduced 8.01%
20,048 $1.57 Billion
Q2 2024

Jul 18, 2024
BUY
$73.13 - $75.43 $70,936 - $73,167
970 Added 4.66%
21,794 $1.62 Billion
Q1 2024

Apr 23, 2024
BUY
$74.51 - $76.61 $106,996 - $110,011
1,436 Added 7.41%
20,824 $1.57 Billion
Q4 2023

Jan 31, 2024
BUY
$70.49 - $76.74 $1.37 Million - $1.49 Million
19,388 New
19,388 $1.48 Billion

Others Institutions Holding BIV

# of Institutions
898
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

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