Number of Shares
75,767.00
Current Holdings Value*
$5.86 Mil
% of Portfolio
1.66%
Total Estimate Gain
$-346,529.39
% of Total Estimate Gain
-5.33%

Hurlow Wealth Management Group, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-06-30, Hurlow Wealth Management Group, Inc. held 75,767.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $5.86 Mil. This investment constitutes 1.66% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0.03% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2020Q2. And since then Hurlow Wealth Management Group, Inc. has made 18 purchases of BIV, at an average price of $81.42, for a total of 79,847.00 shares. In addition, there have been 3 sales at an average price of $86.99 for 4,080.00 shares. Based on historical transaction data and BIV's current price of $76.55, Hurlow Wealth Management Group, Inc.'s estimated gain on his BIV holdings is $-346,529.39, reflecting a -5.33% gain to date.

Hurlow Wealth Management Group, Inc. BIV ($76.55) Holding Chart

Hurlow Wealth Management Group, Inc. BIV ($76.55) 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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