Compass Planning Associates Inc BIV Holdings History
Compass Planning Associates Inc's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 69,562.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $5.33 Mil. This investment constitutes 5.38% of their stock portfolio, and Compass Planning Associates Inc now holds 0.02% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $75.44 for 29,436.00 shares. Based on historical transaction data and BIV's current price of $76.52, Compass Planning Associates Inc's estimated gain on his BIV holdings is $20,678.06, reflecting a 0.27% gain to date.
Compass Planning Associates Inc BIV ($76.52) Holding Chart
Compass Planning Associates Inc BIV ($76.52) 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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