Keyes, Stange & Wooten Wealth Management, LLC BIV Holdings History
Keyes, Stange & Wooten Wealth Management, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 178,797.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $13.69 Mil. This investment constitutes 7.78% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 0.06% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2023Q4. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 5 purchases of BIV, at an average price of $76.22, for a total of 178,797.00 shares. Based on historical transaction data and BIV's current price of $76.64, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his BIV holdings is $75,961.59, reflecting a 0.56% gain to date.
Keyes, Stange & Wooten Wealth Management, LLC BIV ($76.64) Holding Chart
Keyes, Stange & Wooten Wealth Management, 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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