STEPHEN J. GARRY & ASSOCIATES, LLC BIV Holdings History
STEPHEN J. GARRY & ASSOCIATES, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 104,373.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $7.99 Mil. This investment constitutes 7.47% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0.04% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2023Q4. And since then STEPHEN J. GARRY & ASSOCIATES, LLC has made 2 purchases of BIV, at an average price of $74.77, for a total of 104,605.00 shares. Based on historical transaction data and BIV's current price of $76.39, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his BIV holdings is $168,635.13, reflecting a 2.16% gain to date.
STEPHEN J. GARRY & ASSOCIATES, LLC BIV ($76.39) Holding Chart
STEPHEN J. GARRY & ASSOCIATES, LLC BIV ($76.39) 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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