Number of Shares
380,628.00
Current Holdings Value*
$29.14 Mil
% of Portfolio
3.78%
Total Estimate Gain
$-4.54 Mil
% of Total Estimate Gain
-10.28%

Pinkerton Retirement Specialists, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Pinkerton Retirement Specialists, LLC held 380,628.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $29.14 Mil. This investment constitutes 3.78% of their stock portfolio, and Pinkerton Retirement Specialists, LLC now holds 0.13% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2015Q1. And since then Pinkerton Retirement Specialists, LLC has made 16 purchases of BIV, at an average price of $86.09, for a total of 512,793.00 shares. In addition, there have been 6 sales at an average price of $78.62 for 132,165.00 shares. Based on historical transaction data and BIV's current price of $76.76, Pinkerton Retirement Specialists, LLC's estimated gain on his BIV holdings is $-4.54 Mil, reflecting a -10.28% gain to date.

Pinkerton Retirement Specialists, LLC BIV ($76.76) Holding Chart

Pinkerton Retirement Specialists, LLC BIV ($76.76) 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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