Safir Wealth Advisors, LLC BIV Holdings History
Safir Wealth Advisors, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Safir Wealth Advisors, LLC held 131,021.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $10.03 Mil. This investment constitutes 7.96% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.05% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 9 purchases of BIV, at an average price of $85.37, for a total of 139,239.00 shares. In addition, there have been 8 sales at an average price of $81.75 for 8,218.00 shares. Based on historical transaction data and BIV's current price of $76.55, Safir Wealth Advisors, LLC's estimated gain on his BIV holdings is $-1.19 Mil, reflecting a -9.97% gain to date.
Safir Wealth Advisors, LLC BIV ($76.55) Holding Chart
Safir Wealth Advisors, LLC BIV ($76.55) 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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