Fullen Financial Group BIV Holdings History
Number of Shares
275,356.00
Current Holdings Value*
$21.24 Mil
% of Portfolio
11.45%
Total Estimate Gain
$-3.00 Mil
% of Total Estimate Gain
-12.45%
Fullen Financial Group's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2023-03-31, Fullen Financial Group held 275,356.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $21.24 Mil. This investment constitutes 11.45% of their stock portfolio, and Fullen Financial Group now holds 0.15% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2020Q2. And since then Fullen Financial Group has made 11 purchases of BIV, at an average price of $87.64, for a total of 275,356.00 shares. Based on historical transaction data and BIV's current price of $76.73, Fullen Financial Group's estimated gain on his BIV holdings is $-3.00 Mil, reflecting a -12.45% gain to date.
Fullen Financial Group BIV ($76.73) Holding Chart
Fullen Financial Group BIV ($76.73) 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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