Number of Shares
402,513.00
Current Holdings Value*
$30.82 Mil
% of Portfolio
7.73%
Total Estimate Gain
$801,539.43
% of Total Estimate Gain
2.67%

Rosenberg Matthew Hamilton's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Rosenberg Matthew Hamilton held 402,513.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $30.82 Mil. This investment constitutes 7.73% of their stock portfolio, and Rosenberg Matthew Hamilton now holds 0.14% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2020Q2. And since then Rosenberg Matthew Hamilton has made 9 purchases of BIV, at an average price of $74.43, for a total of 403,652.00 shares. In addition, there have been 3 sales at an average price of $77.39 for 1,139.00 shares. Based on historical transaction data and BIV's current price of $76.41, Rosenberg Matthew Hamilton's estimated gain on his BIV holdings is $801,539.43, reflecting a 2.67% gain to date.

Rosenberg Matthew Hamilton BIV ($76.41) Holding Chart

Rosenberg Matthew Hamilton BIV ($76.41) 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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