Number of Shares
85,363.00
Current Holdings Value*
$6.54 Mil
% of Portfolio
1.97%
Total Estimate Gain
$120,206.06
% of Total Estimate Gain
1.86%

Grey Fox Wealth Advisors, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 85,363.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $6.54 Mil. This investment constitutes 1.97% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 3 purchases of BIV, at an average price of $75.53, for a total of 85,598.00 shares. In addition, there have been 1 sales at an average price of $75.79 for 235.00 shares. Based on historical transaction data and BIV's current price of $76.94, Grey Fox Wealth Advisors, LLC's estimated gain on his BIV holdings is $120,206.06, reflecting a 1.86% gain to date.

Grey Fox Wealth Advisors, LLC BIV ($76.94) Holding Chart

Grey Fox Wealth Advisors, LLC BIV ($76.94) 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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