Brewster Financial Planning LLC BIV Holdings History
Brewster Financial Planning LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Brewster Financial Planning LLC held 263,510.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $20.38 Mil. This investment constitutes 13.75% of their stock portfolio, and Brewster Financial Planning LLC now holds 0.09% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2021Q4. And since then Brewster Financial Planning LLC has made 13 purchases of BIV, at an average price of $82.66, for a total of 265,622.00 shares. In addition, there have been 1 sales at an average price of $75.79 for 2,112.00 shares. Based on historical transaction data and BIV's current price of $76.64, Brewster Financial Planning LLC's estimated gain on his BIV holdings is $-1.60 Mil, reflecting a -7.29% gain to date.
Brewster Financial Planning LLC BIV ($76.64) Holding Chart
Brewster Financial Planning LLC BIV ($76.64) 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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