Defined Financial Planning LLC BIV Holdings History
Defined Financial Planning LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 29,095.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $2.22 Mil. This investment constitutes 1.97% of their stock portfolio, and Defined Financial Planning LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2025Q2. And since then Defined Financial Planning LLC has made 1 purchases of BIV, at an average price of $76.17, for a total of 29,095.00 shares. Based on historical transaction data and BIV's current price of $76.64, Defined Financial Planning LLC's estimated gain on his BIV holdings is $13,674.65, reflecting a 0.62% gain to date.
Defined Financial Planning LLC BIV ($76.64) Holding Chart
Defined Financial Planning LLC BIV ($76.64) 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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