Number of Shares
2,978.00
Current Holdings Value*
$228,030.00
% of Portfolio
0.08%
Total Estimate Gain
$-800,750.48
% of Total Estimate Gain
-15.47%

Prudent Man Advisors, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Prudent Man Advisors, LLC held 2,978.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $228,030.00. This investment constitutes 0.08% of their stock portfolio, and Prudent Man Advisors, LLC now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2020Q3. And since then Prudent Man Advisors, LLC has made 6 purchases of BIV, at an average price of $90.43, for a total of 57,253.00 shares. In addition, there have been 7 sales at an average price of $76.44 for 54,275.00 shares. Based on historical transaction data and BIV's current price of $76.55, Prudent Man Advisors, LLC's estimated gain on his BIV holdings is $-800,750.48, reflecting a -15.47% gain to date.

Prudent Man Advisors, LLC BIV ($76.55) Holding Chart

Prudent Man Advisors, 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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