Cooper Financial Group BIV Holdings History
Cooper Financial Group's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Cooper Financial Group held 476,676.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $36.87 Mil. This investment constitutes 4.34% of their stock portfolio, and Cooper Financial Group now holds 0.16% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2022Q2. And since then Cooper Financial Group has made 10 purchases of BIV, at an average price of $74.49, for a total of 480,292.00 shares. In addition, there have been 3 sales at an average price of $74.07 for 3,616.00 shares. Based on historical transaction data and BIV's current price of $76.76, Cooper Financial Group's estimated gain on his BIV holdings is $1.08 Mil, reflecting a 3.02% gain to date.
Cooper Financial Group BIV ($76.76) Holding Chart
Cooper Financial Group BIV ($76.76) 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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