WEALTHSOURCE PARTNERS, LLC BIV Holdings History
WEALTHSOURCE PARTNERS, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 237,644.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $18.15 Mil. This investment constitutes 1.19% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.13% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2019Q1. And since then WEALTHSOURCE PARTNERS, LLC has made 9 purchases of BIV, at an average price of $74.92, for a total of 477,537.00 shares. In addition, there have been 10 sales at an average price of $75.75 for 239,893.00 shares. Based on historical transaction data and BIV's current price of $76.92, WEALTHSOURCE PARTNERS, LLC's estimated gain on his BIV holdings is $674,987.22, reflecting a 1.89% gain to date.
WEALTHSOURCE PARTNERS, LLC BIV ($76.92) Holding Chart
WEALTHSOURCE PARTNERS, LLC BIV ($76.92) 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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