RETIREMENT CAPITAL STRATEGIES BIV Holdings History
RETIREMENT CAPITAL STRATEGIES's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 128,075.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $9.81 Mil. This investment constitutes 3.83% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.04% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q1. And since then RETIREMENT CAPITAL STRATEGIES has made 3 purchases of BIV, at an average price of $75.91, for a total of 409,638.00 shares. In addition, there have been 2 sales at an average price of $75.24 for 281,563.00 shares. Based on historical transaction data and BIV's current price of $76.55, RETIREMENT CAPITAL STRATEGIES's estimated gain on his BIV holdings is $-107,200.73, reflecting a -0.34% gain to date.
RETIREMENT CAPITAL STRATEGIES BIV ($76.55) Holding Chart
RETIREMENT CAPITAL STRATEGIES 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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