Jacobsen Capital Management BIV Holdings History
Jacobsen Capital Management's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 61,093.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $4.68 Mil. This investment constitutes 2.03% of their stock portfolio, and Jacobsen Capital Management now holds 0.02% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2019Q2. And since then Jacobsen Capital Management has made 6 purchases of BIV, at an average price of $78.05, for a total of 91,361.00 shares. In addition, there have been 2 sales at an average price of $88.99 for 30,268.00 shares. Based on historical transaction data and BIV's current price of $76.34, Jacobsen Capital Management's estimated gain on his BIV holdings is $226,830.52, reflecting a 3.18% gain to date.
Jacobsen Capital Management BIV ($76.34) Holding Chart
Jacobsen Capital Management BIV ($76.34) 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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