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 $76.42, Wescott Financial Advisory Group, LLC's estimated gain on his BIV holdings is $362,125.43, reflecting a 1.71% gain to date.
Wescott Financial Advisory Group, LLC BIV ($76.42) Holding Chart
Wescott Financial Advisory Group, LLC BIV ($76.42) 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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