LODESTAR PRIVATE ASSET MANAGEMENT LLC BIV Holdings History
LODESTAR PRIVATE ASSET MANAGEMENT LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, LODESTAR PRIVATE ASSET MANAGEMENT LLC held 226,125.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $17.31 Mil. This investment constitutes 2.18% of their stock portfolio, and LODESTAR PRIVATE ASSET MANAGEMENT LLC now holds 0.08% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2022Q4. And since then LODESTAR PRIVATE ASSET MANAGEMENT LLC has made 9 purchases of BIV, at an average price of $74.95, for a total of 226,125.00 shares. Based on historical transaction data and BIV's current price of $77.16, LODESTAR PRIVATE ASSET MANAGEMENT LLC's estimated gain on his BIV holdings is $499,033.61, reflecting a 2.94% gain to date.
LODESTAR PRIVATE ASSET MANAGEMENT LLC BIV ($77.16) Holding Chart
LODESTAR PRIVATE ASSET MANAGEMENT LLC BIV ($77.16) 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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