Cornerstone Planning Group LLC BIV Holdings History
Cornerstone Planning Group LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 476,356.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $36.10 Mil. This investment constitutes 8.64% of their stock portfolio, and Cornerstone Planning Group LLC now holds 0.16% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2022Q4. And since then Cornerstone Planning Group LLC has made 8 purchases of BIV, at an average price of $75.28, for a total of 476,356.00 shares. Based on historical transaction data and BIV's current price of $76.55, Cornerstone Planning Group LLC's estimated gain on his BIV holdings is $606,926.73, reflecting a 1.69% gain to date.
Cornerstone Planning Group LLC BIV ($76.55) Holding Chart
Cornerstone Planning Group 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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