Number of Shares
263,510.00
Current Holdings Value*
$20.38 Mil
% of Portfolio
13.75%
Total Estimate Gain
$-1.52 Mil
% of Total Estimate Gain
-6.93%

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 $76.94, Brewster Financial Planning LLC's estimated gain on his BIV holdings is $-1.52 Mil, reflecting a -6.93% gain to date.

Brewster Financial Planning LLC BIV ($76.94) Holding Chart

Brewster Financial Planning 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 %

Top Ranked Articles

  • 1