Zhang Financial LLC BIV Holdings History
Zhang Financial LLC's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 660,669.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $50.59 Mil. This investment constitutes 2.68% of their stock portfolio, and Zhang Financial LLC now holds 0.23% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2022Q1. And since then Zhang Financial LLC has made 8 purchases of BIV, at an average price of $75.61, for a total of 661,009.00 shares. In addition, there have been 2 sales at an average price of $76.74 for 340.00 shares. Based on historical transaction data and BIV's current price of $76.73, Zhang Financial LLC's estimated gain on his BIV holdings is $740,800.98, reflecting a 1.48% gain to date.
Zhang Financial LLC BIV ($76.73) Holding Chart
Zhang Financial LLC BIV ($76.73) 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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