JIM SAULNIER & ASSOCIATES, LLC BIV Holdings History
JIM SAULNIER & ASSOCIATES, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 50,395.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $3.86 Mil. This investment constitutes 3.03% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 2 purchases of BIV, at an average price of $76.78, for a total of 50,395.00 shares. Based on historical transaction data and BIV's current price of $76.55, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his BIV holdings is $-11,450.32, reflecting a -0.30% gain to date.
JIM SAULNIER & ASSOCIATES, LLC BIV ($76.55) Holding Chart
JIM SAULNIER & ASSOCIATES, LLC 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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