Number of Shares
241,902.00
Current Holdings Value*
$18.71 Mil
% of Portfolio
2.59%
Total Estimate Gain
$383,145.11
% of Total Estimate Gain
1.96%

Consolidated Portfolio Review Corp's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-06-30, Consolidated Portfolio Review Corp held 241,902.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $18.71 Mil. This investment constitutes 2.59% of their stock portfolio, and Consolidated Portfolio Review Corp now holds 0.08% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2023Q1. And since then Consolidated Portfolio Review Corp has made 6 purchases of BIV, at an average price of $75.22, for a total of 259,366.00 shares. In addition, there have been 3 sales at an average price of $75.71 for 17,464.00 shares. Based on historical transaction data and BIV's current price of $76.77, Consolidated Portfolio Review Corp's estimated gain on his BIV holdings is $383,145.11, reflecting a 1.96% gain to date.

Consolidated Portfolio Review Corp BIV ($76.77) Holding Chart

Consolidated Portfolio Review Corp BIV ($76.77) 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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