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

Wheelhouse Advisory Group LLC

$203 Billion
Q2 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 13,879 shares of BIV stock, worth $1.09 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

13,879

Previous 14,309 3.01%

Holding current value

$1.09 Million

Previous $1.1 Billion 2.03%

% of portfolio

0.53%

Previous 0.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$75.05 - $77.34 $32,271 - $33,256	-430 Reduced 3.01%	13,879 $1.07 Billion
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

1,020

Shares Held

195M

Call Options Held

11.1K

Put Options Held

8.7K

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About VANGUARD BD INDEX FD INC INTER

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