Carl P. Sherr & Co., LLC BIV Holdings History
Carl P. Sherr & Co., LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Carl P. Sherr & Co., LLC held 98,385.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $7.53 Mil. This investment constitutes 4.12% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2019Q4. And since then Carl P. Sherr & Co., LLC has made 2 purchases of BIV, at an average price of $76.16, for a total of 102,415.00 shares. In addition, there have been 4 sales at an average price of $81.89 for 4,030.00 shares. Based on historical transaction data and BIV's current price of $76.55, Carl P. Sherr & Co., LLC's estimated gain on his BIV holdings is $61,697.35, reflecting a 0.79% gain to date.
Carl P. Sherr & Co., LLC BIV ($76.55) Holding Chart
Carl P. Sherr & Co., 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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