HOGE FINANCIAL SERVICES, LLC BIV Holdings History
HOGE FINANCIAL SERVICES, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, HOGE FINANCIAL SERVICES, LLC held 232,386.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $17.79 Mil. This investment constitutes 12.44% of their stock portfolio, and HOGE FINANCIAL SERVICES, LLC now holds 0.08% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2023Q4. And since then HOGE FINANCIAL SERVICES, LLC has made 5 purchases of BIV, at an average price of $74.41, for a total of 232,386.00 shares. Based on historical transaction data and BIV's current price of $76.86, HOGE FINANCIAL SERVICES, LLC's estimated gain on his BIV holdings is $569,313.64, reflecting a 3.29% gain to date.
HOGE FINANCIAL SERVICES, LLC BIV ($76.86) Holding Chart
HOGE FINANCIAL SERVICES, LLC BIV ($76.86) 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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