Blooom, Inc. BIV Holdings History

Number of Shares
88,816.00
Current Holdings Value*
$6.53 Mil
% of Portfolio
12.4%
Total Estimate Gain
$-1.29 Mil
% of Total Estimate Gain
-14.11%

blooom, inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2022-09-30, blooom, inc. held 88,816.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $6.53 Mil. This investment constitutes 12.4% of their stock portfolio, and blooom, inc. now holds 0.05% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2020Q4. And since then blooom, inc. has made 3 purchases of BIV, at an average price of $89.60, for a total of 101,914.00 shares. In addition, there have been 3 sales at an average price of $79.70 for 13,098.00 shares. Based on historical transaction data and BIV's current price of $76.55, blooom, inc.'s estimated gain on his BIV holdings is $-1.29 Mil, reflecting a -14.11% gain to date.

blooom, inc. BIV ($76.55) Holding Chart

blooom, inc. BIV ($76.55) 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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