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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