Private Wealth Group, LLC BIV Holdings History
Private Wealth Group, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 9,597.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $734,840.00. This investment constitutes 0.43% of their stock portfolio, and Private Wealth Group, LLC now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2023Q3. And since then Private Wealth Group, LLC has made 1 purchases of BIV, at an average price of $73.97, for a total of 44,984.00 shares. In addition, there have been 2 sales at an average price of $75.09 for 35,387.00 shares. Based on historical transaction data and BIV's current price of $76.55, Private Wealth Group, LLC's estimated gain on his BIV holdings is $64,500.95, reflecting a 1.94% gain to date.
Private Wealth Group, LLC BIV ($76.55) Holding Chart
Private Wealth Group, LLC 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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