PRECEDENT WEALTH PARTNERS, LLC BIV Holdings History
PRECEDENT WEALTH PARTNERS, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held - shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q1. And since then PRECEDENT WEALTH PARTNERS, LLC has made 2 purchases of BIV, at an average price of $75.35, for a total of 71,064.00 shares. In addition, there have been 3 sales at an average price of $75.59 for 71,064.00 shares. Based on historical transaction data and BIV's current price of $76.58, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his BIV holdings is $16,973.13, reflecting a 0.32% gain to date.
PRECEDENT WEALTH PARTNERS, LLC BIV ($76.58) Holding Chart
PRECEDENT WEALTH PARTNERS, LLC BIV ($76.58) 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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