Burt Wealth Advisors BIV Holdings History
Burt Wealth Advisors's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 444,925.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $34.41 Mil. This investment constitutes 7.87% of their stock portfolio, and Burt Wealth Advisors now holds 0.15% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2015Q2. And since then Burt Wealth Advisors has made 13 purchases of BIV, at an average price of $85.61, for a total of 713,132.00 shares. In addition, there have been 9 sales at an average price of $77.78 for 268,207.00 shares. Based on historical transaction data and BIV's current price of $76.55, Burt Wealth Advisors's estimated gain on his BIV holdings is $-6.13 Mil, reflecting a -10.04% gain to date.
Burt Wealth Advisors BIV ($76.55) Holding Chart
Burt Wealth Advisors 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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