Number of Shares
83,898.00
Current Holdings Value*
$6.34 Mil
% of Portfolio
3.33%
Total Estimate Gain
$-558,614.21
% of Total Estimate Gain
-7.90%

Evolution Advisers, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Evolution Advisers, Inc. held 83,898.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $6.34 Mil. This investment constitutes 3.33% of their stock portfolio, and Evolution Advisers, Inc. now holds 0.03% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2021Q4. And since then Evolution Advisers, Inc. has made 11 purchases of BIV, at an average price of $82.93, for a total of 85,272.00 shares. In addition, there have been 2 sales at an average price of $75.94 for 1,374.00 shares. Based on historical transaction data and BIV's current price of $76.39, Evolution Advisers, Inc.'s estimated gain on his BIV holdings is $-558,614.21, reflecting a -7.90% gain to date.

Evolution Advisers, Inc. BIV ($76.39) Holding Chart

Evolution Advisers, Inc. BIV ($76.39) 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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