Tumwater Wealth Management, LLC BIV Holdings History
Tumwater Wealth Management, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 184,162.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $14.10 Mil. This investment constitutes 7.36% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0.06% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q4. And since then Tumwater Wealth Management, LLC has made 1 purchases of BIV, at an average price of $75.97, for a total of 184,162.00 shares. Based on historical transaction data and BIV's current price of $76.94, Tumwater Wealth Management, LLC's estimated gain on his BIV holdings is $179,433.65, reflecting a 1.28% gain to date.
Tumwater Wealth Management, LLC BIV ($76.94) Holding Chart
Tumwater Wealth Management, 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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