Evergreen Wealth Management, LLC BIV Holdings History
Evergreen Wealth Management, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 75,194.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $5.76 Mil. This investment constitutes 3.44% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2023Q1. And since then Evergreen Wealth Management, LLC has made 7 purchases of BIV, at an average price of $74.84, for a total of 75,194.00 shares. Based on historical transaction data and BIV's current price of $76.55, Evergreen Wealth Management, LLC's estimated gain on his BIV holdings is $128,577.38, reflecting a 2.28% gain to date.
Evergreen Wealth Management, LLC BIV ($76.55) Holding Chart
Evergreen 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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