CAROLINAS WEALTH CONSULTING LLC BIV Holdings History
CAROLINAS WEALTH CONSULTING LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 405,187.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $30.28 Mil. This investment constitutes 5.95% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.14% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2020Q1. And since then CAROLINAS WEALTH CONSULTING LLC has made 12 purchases of BIV, at an average price of $74.49, for a total of 411,232.00 shares. In addition, there have been 3 sales at an average price of $77.92 for 6,045.00 shares. Based on historical transaction data and BIV's current price of $76.55, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his BIV holdings is $853,507.06, reflecting a 2.79% gain to date.
CAROLINAS WEALTH CONSULTING LLC BIV ($76.55) Holding Chart
CAROLINAS WEALTH CONSULTING LLC 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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