LVW Advisors, LLC BIV Holdings History
LVW Advisors, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, LVW Advisors, LLC held 392,430.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $30.35 Mil. This investment constitutes 3.31% of their stock portfolio, and LVW Advisors, LLC now holds 0.13% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2020Q1. And since then LVW Advisors, LLC has made 16 purchases of BIV, at an average price of $76.72, for a total of 405,618.00 shares. In addition, there have been 6 sales at an average price of $75.89 for 13,188.00 shares. Based on historical transaction data and BIV's current price of $76.76, LVW Advisors, LLC's estimated gain on his BIV holdings is $3,951.35, reflecting a 0.01% gain to date.
LVW Advisors, LLC BIV ($76.76) Holding Chart
LVW Advisors, LLC BIV ($76.76) 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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