Grey Fox Wealth Advisors, LLC BIV Holdings History
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 $76.64, Grey Fox Wealth Advisors, LLC's estimated gain on his BIV holdings is $94,597.16, reflecting a 1.46% gain to date.
Grey Fox Wealth Advisors, LLC BIV ($76.64) Holding Chart
Grey Fox Wealth Advisors, LLC BIV ($76.64) 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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