Accredited Wealth Management, LLC BSV Holdings History
Accredited Wealth Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Accredited Wealth Management, LLC held 38,879.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $3.04 Mil. This investment constitutes 2.57% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of BSV, at an average price of $77.60, for a total of 38,879.00 shares. Based on historical transaction data and BSV's current price of $78.35, Accredited Wealth Management, LLC's estimated gain on his BSV holdings is $29,145.51, reflecting a 0.97% gain to date.
Accredited Wealth Management, LLC BSV ($78.35) Holding Chart
Accredited Wealth Management, LLC BSV ($78.35) 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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