SageOak Financial, LLC BIV Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-17,850.25
% of Total Estimate Gain
-0.72%
SageOak Financial, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, SageOak Financial, LLC held - shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and SageOak Financial, LLC now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $75.44 for 32,455.00 shares. Based on historical transaction data and BIV's current price of $76.41, SageOak Financial, LLC's estimated gain on his BIV holdings is $-17,850.25, reflecting a -0.72% gain to date.
SageOak Financial, LLC BIV ($76.41) Holding Chart
SageOak Financial, LLC 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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