BROWN WEALTH MANAGEMENT, LLC BIV Holdings History
BROWN WEALTH MANAGEMENT, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 176,099.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $13.48 Mil. This investment constitutes 4.64% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q1. And since then BROWN WEALTH MANAGEMENT, LLC has made 4 purchases of BIV, at an average price of $75.60, for a total of 304,414.00 shares. In addition, there have been 1 sales at an average price of $75.44 for 128,315.00 shares. Based on historical transaction data and BIV's current price of $76.94, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his BIV holdings is $214,237.18, reflecting a 0.93% gain to date.
BROWN WEALTH MANAGEMENT, LLC BIV ($76.94) Holding Chart
BROWN WEALTH MANAGEMENT, LLC BIV ($76.94) 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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