SWM Advisors BIV Holdings History
SWM Advisors's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2022-09-30, SWM Advisors held 77,995.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $5.73 Mil. This investment constitutes 5.4% of their stock portfolio, and SWM Advisors now holds 0.05% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2021Q4. And since then SWM Advisors has made 1 purchases of BIV, at an average price of $87.27, for a total of 134,029.00 shares. In addition, there have been 2 sales at an average price of $83.91 for 56,034.00 shares. Based on historical transaction data and BIV's current price of $76.73, SWM Advisors's estimated gain on his BIV holdings is $-1.01 Mil, reflecting a -8.63% gain to date.
SWM Advisors BIV ($76.73) Holding Chart
SWM Advisors BIV ($76.73) 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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