Wescott Financial Advisory Group, LLC BIV Holdings History
Wescott Financial Advisory Group, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 282,413.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $21.62 Mil. This investment constitutes 2.24% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.1% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2022Q3. And since then Wescott Financial Advisory Group, LLC has made 11 purchases of BIV, at an average price of $75.14, for a total of 282,413.00 shares. Based on historical transaction data and BIV's current price of $76.41, Wescott Financial Advisory Group, LLC's estimated gain on his BIV holdings is $359,301.30, reflecting a 1.69% gain to date.
Wescott Financial Advisory Group, LLC BIV ($76.41) Holding Chart
Wescott Financial Advisory Group, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
