Number of Shares
839,603.00
Current Holdings Value*
$68.62 Mil
% of Portfolio
1.96%
Total Estimate Gain
$423,622.63
% of Total Estimate Gain
0.66%
WIT, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, WIT, LLC held 839,603.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $68.62 Mil. This investment constitutes 1.96% of their stock portfolio, and WIT, LLC now holds 0.28% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2024Q1. And since then WIT, LLC has made 4 purchases of BIV, at an average price of $75.91, for a total of 839,603.00 shares. Based on historical transaction data and BIV's current price of $76.41, WIT, LLC's estimated gain on his BIV holdings is $423,622.63, reflecting a 0.66% gain to date.
WIT, LLC BIV ($76.41) Holding Chart
WIT, LLC 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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