OLIO Financial Planning BIV Holdings History
OLIO Financial Planning's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, OLIO Financial Planning held 7,465.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $577,370.00. This investment constitutes 0.18% of their stock portfolio, and OLIO Financial Planning now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2021Q4. And since then OLIO Financial Planning has made 9 purchases of BIV, at an average price of $81.24, for a total of 352,553.00 shares. In addition, there have been 5 sales at an average price of $75.92 for 345,088.00 shares. Based on historical transaction data and BIV's current price of $76.55, OLIO Financial Planning's estimated gain on his BIV holdings is $-1.87 Mil, reflecting a -6.53% gain to date.
OLIO Financial Planning BIV ($76.55) Holding Chart
OLIO Financial Planning 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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