Everhart Financial Group, Inc. BIV Holdings History
Everhart Financial Group, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Everhart Financial Group, Inc. held 481,577.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $36.87 Mil. This investment constitutes 5.04% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0.16% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2020Q4. And since then Everhart Financial Group, Inc. has made 10 purchases of BIV, at an average price of $76.51, for a total of 515,193.00 shares. In addition, there have been 7 sales at an average price of $86.17 for 33,616.00 shares. Based on historical transaction data and BIV's current price of $76.86, Everhart Financial Group, Inc.'s estimated gain on his BIV holdings is $494,263.43, reflecting a 1.25% gain to date.
Everhart Financial Group, Inc. BIV ($76.86) Holding Chart
Everhart Financial Group, Inc. BIV ($76.86) 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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