Veritable, L.P. BIV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-563,833.76
% of Total Estimate Gain
-17.23%

Veritable, L.P.'s Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2023-09-30, Veritable, L.P. held - shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Veritable, L.P. now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2012Q4. And since then Veritable, L.P. has made 7 purchases of BIV, at an average price of $91.29, for a total of 35,846.00 shares. In addition, there have been 9 sales at an average price of $75.56 for 35,846.00 shares. Based on historical transaction data and BIV's current price of $76.38, Veritable, L.P.'s estimated gain on his BIV holdings is $-563,833.76, reflecting a -17.23% gain to date.

Veritable, L.P. BIV ($76.38) Holding Chart

Veritable, L.P. BIV ($76.38) 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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