Carlsbad Wealth Advisory Group, Inc. BIV Holdings History
Number of Shares
125,031.00
Current Holdings Value*
$9.41 Mil
% of Portfolio
6.06%
Total Estimate Gain
$95,023.56
% of Total Estimate Gain
1.00%
Carlsbad Wealth Advisory Group, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 125,031.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $9.41 Mil. This investment constitutes 6.06% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0.07% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and BIV's current price of $76.55, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his BIV holdings is $95,023.56, reflecting a 1.00% gain to date.
Carlsbad Wealth Advisory Group, Inc. BIV ($76.55) Holding Chart
Carlsbad Wealth Advisory Group, Inc. 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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