Number of Shares
136,688.00
Current Holdings Value*
$10.47 Mil
% of Portfolio
0.94%
Total Estimate Gain
$119,401.51
% of Total Estimate Gain
0.36%

Austin Private Wealth, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Austin Private Wealth, LLC held 136,688.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $10.47 Mil. This investment constitutes 0.94% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.05% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2019Q4. And since then Austin Private Wealth, LLC has made 5 purchases of BIV, at an average price of $75.39, for a total of 443,783.00 shares. In addition, there have been 8 sales at an average price of $75.26 for 307,095.00 shares. Based on historical transaction data and BIV's current price of $76.55, Austin Private Wealth, LLC's estimated gain on his BIV holdings is $119,401.51, reflecting a 0.36% gain to date.

Austin Private Wealth, LLC BIV ($76.55) Holding Chart

Austin Private Wealth, LLC BIV ($76.55) 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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