EDELMAN FINANCIAL GROUP INC. BIV Holdings History
EDELMAN FINANCIAL GROUP INC.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 180,914.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $15.02 Mil. This investment constitutes 2.25% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0.11% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2014Q2. And since then EDELMAN FINANCIAL GROUP INC. has made 5 purchases of BIV, at an average price of $84.03, for a total of 181,101.00 shares. In addition, there have been 1 sales at an average price of $84.68 for 187.00 shares. Based on historical transaction data and BIV's current price of $76.55, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his BIV holdings is $-1.35 Mil, reflecting a -8.90% gain to date.
EDELMAN FINANCIAL GROUP INC. BIV ($76.55) Holding Chart
EDELMAN FINANCIAL GROUP INC. 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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