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

Wheelhouse Advisory Group LLC

$175 Billion
Q1 2025

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 14,309 shares of BIV stock, worth $1.08 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

14,309

Previous 18,821 23.97%

Holding current value

$1.08 Million

Previous $1.41 Billion 22.1%

% of portfolio

0.63%

Previous 0.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$73.78 - $76.59 $332,895 - $345,574	-4,512 Reduced 23.97%	14,309 $1.1 Billion
Q4 2024 Jan 21, 2025	SELL	$74.5 - $78.37 $91,411 - $96,159	-1,227 Reduced 6.12%	18,821 $1.41 Billion
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

1,006

Shares Held

190M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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