Stephenson & Company, Inc. BIV Holdings History
Stephenson & Company, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Stephenson & Company, Inc. held 134,979.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $10.34 Mil. This investment constitutes 6.72% of their stock portfolio, and Stephenson & Company, Inc. now holds 0.05% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2023Q4. And since then Stephenson & Company, Inc. has made 4 purchases of BIV, at an average price of $73.45, for a total of 135,403.00 shares. In addition, there have been 1 sales at an average price of $77.10 for 424.00 shares. Based on historical transaction data and BIV's current price of $76.94, Stephenson & Company, Inc.'s estimated gain on his BIV holdings is $473,113.56, reflecting a 4.76% gain to date.
Stephenson & Company, Inc. BIV ($76.94) Holding Chart
Stephenson & Company, Inc. BIV ($76.94) 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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