SMI Advisory Services, LLC BIV Holdings History
SMI Advisory Services, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, SMI Advisory Services, LLC held 314,776.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $24.04 Mil. This investment constitutes 4.64% of their stock portfolio, and SMI Advisory Services, LLC now holds 0.1% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2021Q3. And since then SMI Advisory Services, LLC has made 7 purchases of BIV, at an average price of $78.94, for a total of 553,219.00 shares. In addition, there have been 2 sales at an average price of $84.38 for 238,443.00 shares. Based on historical transaction data and BIV's current price of $76.76, SMI Advisory Services, LLC's estimated gain on his BIV holdings is $612,731.31, reflecting a 1.40% gain to date.
SMI Advisory Services, LLC BIV ($76.76) Holding Chart
SMI Advisory Services, LLC BIV ($76.76) 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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