Sunesis Advisors, LLC BIV Holdings History
Sunesis Advisors, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Sunesis Advisors, LLC held 86,286.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $6.61 Mil. This investment constitutes 3.58% of their stock portfolio, and Sunesis Advisors, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2018Q2. And since then Sunesis Advisors, LLC has made 8 purchases of BIV, at an average price of $76.09, for a total of 122,863.00 shares. In addition, there have been 2 sales at an average price of $77.19 for 36,577.00 shares. Based on historical transaction data and BIV's current price of $76.94, Sunesis Advisors, LLC's estimated gain on his BIV holdings is $113,118.55, reflecting a 1.21% gain to date.
Sunesis Advisors, LLC BIV ($76.94) Holding Chart
Sunesis Advisors, LLC 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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