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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