Williams Jones Wealth Management, Llc. Vanguard Bd Index Fd Inc Inter Transaction History

Williams Jones Wealth Management, Llc.

$7.7 Billion
Q1 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 9,816 shares of BIV stock, worth $754,752. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,816

Previous 15,866 38.13%

Holding current value

$754,752

Previous $1.19 Million 36.62%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$73.78 - $76.59 $446,369 - $463,369	-6,050 Reduced 38.13%	9,816 $751,000
Q4 2024 Feb 14, 2025	SELL	$74.5 - $78.37 $246,893 - $259,718	-3,314 Reduced 17.28%	15,866 $1.19 Million
Q2 2024 Aug 05, 2024	SELL	$73.13 - $75.43 $6,289 - $6,486	-86 Reduced 0.45%	19,180 $1.44 Million
Q1 2024 May 07, 2024	SELL	$74.51 - $76.61 $2,086 - $2,145	-28 Reduced 0.15%	19,266 $1.45 Million
Q4 2023 Feb 14, 2024	SELL	$70.49 - $76.74 $1.48 Million - $1.61 Million	-20,970 Reduced 52.08%	19,294 $1.47 Million
Q3 2023 Nov 14, 2023	BUY	$72.11 - $75.67 $2.9 Million - $3.05 Million	40,264 New	40,264 $2.91 Million

Others Institutions Holding BIV

# of Institutions

1,008

Shares Held

196M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Williams Jones Wealth Management, Llc. Vanguard Bd Index Fd Inc Inter Transaction History