Number of Shares
141,949.00
Current Holdings Value*
$10.87 Mil
% of Portfolio
3.76%
Total Estimate Gain
$10,500.82
% of Total Estimate Gain
0.07%

Neumann Capital Management, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Neumann Capital Management, LLC held 141,949.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $10.87 Mil. This investment constitutes 3.76% of their stock portfolio, and Neumann Capital Management, LLC now holds 0.05% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2020Q2. And since then Neumann Capital Management, LLC has made 11 purchases of BIV, at an average price of $76.26, for a total of 201,975.00 shares. In addition, there have been 4 sales at an average price of $74.46 for 60,026.00 shares. Based on historical transaction data and BIV's current price of $77.09, Neumann Capital Management, LLC's estimated gain on his BIV holdings is $10,500.82, reflecting a 0.07% gain to date.

Neumann Capital Management, LLC BIV ($77.09) Holding Chart

Neumann Capital Management, LLC BIV ($77.09) 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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