Secure Asset Management, LLC BIV Holdings History
Secure Asset Management, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Secure Asset Management, LLC held 42,670.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $3.30 Mil. This investment constitutes 0.61% of their stock portfolio, and Secure Asset Management, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2019Q4. And since then Secure Asset Management, LLC has made 9 purchases of BIV, at an average price of $79.00, for a total of 94,696.00 shares. In addition, there have been 7 sales at an average price of $77.45 for 52,026.00 shares. Based on historical transaction data and BIV's current price of $76.55, Secure Asset Management, LLC's estimated gain on his BIV holdings is $-185,379.50, reflecting a -2.48% gain to date.
Secure Asset Management, LLC BIV ($76.55) Holding Chart
Secure Asset Management, 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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