Traveka Wealth, LLC BIV Holdings History
Traveka Wealth, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Traveka Wealth, LLC held 10,542.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $815,320.00. This investment constitutes 0.43% of their stock portfolio, and Traveka Wealth, LLC now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2023Q4. And since then Traveka Wealth, LLC has made 1 purchases of BIV, at an average price of $73.67, for a total of 174,272.00 shares. In addition, there have been 5 sales at an average price of $76.17 for 163,730.00 shares. Based on historical transaction data and BIV's current price of $76.55, Traveka Wealth, LLC's estimated gain on his BIV holdings is $439,675.76, reflecting a 3.42% gain to date.
Traveka Wealth, LLC BIV ($76.55) Holding Chart
Traveka Wealth, 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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