Cranbrook Wealth Management, LLC BIV Holdings History
Cranbrook Wealth Management, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Cranbrook Wealth Management, LLC held 654,680.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $50.63 Mil. This investment constitutes 10.8% of their stock portfolio, and Cranbrook Wealth Management, LLC now holds 0.22% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2014Q1. And since then Cranbrook Wealth Management, LLC has made 30 purchases of BIV, at an average price of $80.44, for a total of 726,328.00 shares. In addition, there have been 7 sales at an average price of $78.88 for 71,648.00 shares. Based on historical transaction data and BIV's current price of $76.55, Cranbrook Wealth Management, LLC's estimated gain on his BIV holdings is $-2.66 Mil, reflecting a -4.55% gain to date.
Cranbrook Wealth Management, LLC BIV ($76.55) Holding Chart
Cranbrook Wealth Management, 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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