BetterWealth, LLC BIV Holdings History

Number of Shares
405,438.00
Current Holdings Value*
$31.04 Mil
% of Portfolio
8.71%
Total Estimate Gain
$284,409.07
% of Total Estimate Gain
0.92%

BetterWealth, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, BetterWealth, LLC held 405,438.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $31.04 Mil. This investment constitutes 8.71% of their stock portfolio, and BetterWealth, LLC now holds 0.14% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2024Q4. And since then BetterWealth, LLC has made 2 purchases of BIV, at an average price of $75.98, for a total of 405,438.00 shares. Based on historical transaction data and BIV's current price of $76.68, BetterWealth, LLC's estimated gain on his BIV holdings is $284,409.07, reflecting a 0.92% gain to date.

BetterWealth, LLC BIV ($76.68) Holding Chart

BetterWealth, LLC BIV ($76.68) 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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