FC Advisory LLC BIV Holdings History

Number of Shares
160,341.00
Current Holdings Value*
$12.28 Mil
% of Portfolio
4.15%
Total Estimate Gain
$-1.00 Mil
% of Total Estimate Gain
-5.57%

FC Advisory LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, FC Advisory LLC held 160,341.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $12.28 Mil. This investment constitutes 4.15% of their stock portfolio, and FC Advisory LLC now holds 0.06% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2015Q1. And since then FC Advisory LLC has made 18 purchases of BIV, at an average price of $83.45, for a total of 215,837.00 shares. In addition, there have been 9 sales at an average price of $84.68 for 55,496.00 shares. Based on historical transaction data and BIV's current price of $76.77, FC Advisory LLC's estimated gain on his BIV holdings is $-1.00 Mil, reflecting a -5.57% gain to date.

FC Advisory LLC BIV ($76.77) Holding Chart

FC Advisory LLC BIV ($76.77) 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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