NAPLES GLOBAL ADVISORS, LLC BIV Holdings History
NAPLES GLOBAL ADVISORS, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, NAPLES GLOBAL ADVISORS, LLC held 58,292.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $4.51 Mil. This investment constitutes 0.39% of their stock portfolio, and NAPLES GLOBAL ADVISORS, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2020Q3. And since then NAPLES GLOBAL ADVISORS, LLC has made 15 purchases of BIV, at an average price of $80.38, for a total of 77,942.00 shares. In addition, there have been 5 sales at an average price of $76.48 for 19,650.00 shares. Based on historical transaction data and BIV's current price of $76.55, NAPLES GLOBAL ADVISORS, LLC's estimated gain on his BIV holdings is $-299,894.78, reflecting a -4.79% gain to date.
NAPLES GLOBAL ADVISORS, LLC BIV ($76.55) Holding Chart
NAPLES GLOBAL ADVISORS, LLC BIV ($76.55) 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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