Number of Shares
172,300.00
Current Holdings Value*
$14.01 Mil
% of Portfolio
5.7%
Total Estimate Gain
$-953,129.98
% of Total Estimate Gain
-4.02%

Visionary Asset Management, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2018-12-31, Visionary Asset Management, Inc. held 172,300.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $14.01 Mil. This investment constitutes 5.7% of their stock portfolio, and Visionary Asset Management, Inc. now holds 0.11% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2014Q4. And since then Visionary Asset Management, Inc. has made 8 purchases of BIV, at an average price of $82.46, for a total of 287,708.00 shares. In addition, there have been 1 sales at an average price of $83.23 for 115,408.00 shares. Based on historical transaction data and BIV's current price of $76.41, Visionary Asset Management, Inc.'s estimated gain on his BIV holdings is $-953,129.98, reflecting a -4.02% gain to date.

Visionary Asset Management, Inc. BIV ($76.41) Holding Chart

Visionary Asset Management, Inc. BIV ($76.41) 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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