ForthRight Wealth Management, LLC BIV Holdings History
ForthRight Wealth Management, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 273,928.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $20.97 Mil. This investment constitutes 7.02% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 0.09% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2021Q1. And since then ForthRight Wealth Management, LLC has made 13 purchases of BIV, at an average price of $83.45, for a total of 351,471.00 shares. In addition, there have been 4 sales at an average price of $80.81 for 77,543.00 shares. Based on historical transaction data and BIV's current price of $76.39, ForthRight Wealth Management, LLC's estimated gain on his BIV holdings is $-2.14 Mil, reflecting a -7.29% gain to date.
ForthRight Wealth Management, LLC BIV ($76.39) Holding Chart
ForthRight Wealth Management, LLC 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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