PCG ASSET MANAGEMENT, LLC BIV Holdings History
Number of Shares
65,562.00
Current Holdings Value*
$5.02 Mil
% of Portfolio
4.7%
Total Estimate Gain
$43,892.40
% of Total Estimate Gain
0.88%
PCG ASSET MANAGEMENT, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, PCG ASSET MANAGEMENT, LLC held 65,562.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $5.02 Mil. This investment constitutes 4.7% of their stock portfolio, and PCG ASSET MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q4. And since then PCG ASSET MANAGEMENT, LLC has made 1 purchases of BIV, at an average price of $75.97, for a total of 65,562.00 shares. Based on historical transaction data and BIV's current price of $76.64, PCG ASSET MANAGEMENT, LLC's estimated gain on his BIV holdings is $43,892.40, reflecting a 0.88% gain to date.
PCG ASSET MANAGEMENT, LLC BIV ($76.64) Holding Chart
PCG ASSET MANAGEMENT, LLC BIV ($76.64) 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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