Number of Shares
157,418.00
Current Holdings Value*
$12.05 Mil
% of Portfolio
2.51%
Total Estimate Gain
$-1.12 Mil
% of Total Estimate Gain
-8.45%

Austin Asset Management Co Inc's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Austin Asset Management Co Inc held 157,418.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $12.05 Mil. This investment constitutes 2.51% of their stock portfolio, and Austin Asset Management Co Inc now holds 0.05% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2021Q4. And since then Austin Asset Management Co Inc has made 11 purchases of BIV, at an average price of $83.82, for a total of 158,673.00 shares. In addition, there have been 1 sales at an average price of $77.22 for 1,255.00 shares. Based on historical transaction data and BIV's current price of $76.73, Austin Asset Management Co Inc's estimated gain on his BIV holdings is $-1.12 Mil, reflecting a -8.45% gain to date.

Austin Asset Management Co Inc BIV ($76.73) Holding Chart

Austin Asset Management Co Inc BIV ($76.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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