Refined Wealth Management BIV Holdings History
Refined Wealth Management's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Refined Wealth Management held 97,222.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $7.52 Mil. This investment constitutes 5.17% of their stock portfolio, and Refined Wealth Management now holds 0.03% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2025Q1. And since then Refined Wealth Management has made 2 purchases of BIV, at an average price of $75.44, for a total of 97,222.00 shares. Based on historical transaction data and BIV's current price of $76.38, Refined Wealth Management's estimated gain on his BIV holdings is $91,258.74, reflecting a 1.24% gain to date.
Refined Wealth Management BIV ($76.38) Holding Chart
Refined Wealth Management BIV ($76.38) 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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