Number of Shares
49,246.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
2.39%
Total Estimate Gain
$-46,368.82
% of Total Estimate Gain
-0.46%

Tranquilli Financial Advisor LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Tranquilli Financial Advisor LLC held 49,246.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $3.77 Mil. This investment constitutes 2.39% of their stock portfolio, and Tranquilli Financial Advisor LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2020Q4. And since then Tranquilli Financial Advisor LLC has made 6 purchases of BIV, at an average price of $77.41, for a total of 131,620.00 shares. In addition, there have been 7 sales at an average price of $77.36 for 82,374.00 shares. Based on historical transaction data and BIV's current price of $76.55, Tranquilli Financial Advisor LLC's estimated gain on his BIV holdings is $-46,368.82, reflecting a -0.46% gain to date.

Tranquilli Financial Advisor LLC BIV ($76.55) Holding Chart

Tranquilli Financial Advisor 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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