Traveka Wealth, LLC BIV Holdings History

Number of Shares
10,542.00
Current Holdings Value*
$815,320.00
% of Portfolio
0.43%
Total Estimate Gain
$439,675.76
% of Total Estimate Gain
3.42%

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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