Leo H. Evart, Inc. BIV Holdings History

Number of Shares
77,106.00
Current Holdings Value*
$5.58 Mil
% of Portfolio
8.56%
Total Estimate Gain
$-929,958.47
% of Total Estimate Gain
-10.90%

Leo H. Evart, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2023-09-30, Leo H. Evart, Inc. held 77,106.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $5.58 Mil. This investment constitutes 8.56% of their stock portfolio, and Leo H. Evart, Inc. now holds 0.04% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2021Q4. And since then Leo H. Evart, Inc. has made 2 purchases of BIV, at an average price of $86.64, for a total of 98,494.00 shares. In addition, there have been 5 sales at an average price of $78.77 for 21,388.00 shares. Based on historical transaction data and BIV's current price of $76.76, Leo H. Evart, Inc.'s estimated gain on his BIV holdings is $-929,958.47, reflecting a -10.90% gain to date.

Leo H. Evart, Inc. BIV ($76.76) Holding Chart

Leo H. Evart, Inc. 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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