Adaptive Financial Consulting, LLC BSV Holdings History
Adaptive Financial Consulting, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Adaptive Financial Consulting, LLC held 136,243.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $10.67 Mil. This investment constitutes 4.57% of their stock portfolio, and Adaptive Financial Consulting, LLC now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q4. And since then Adaptive Financial Consulting, LLC has made 4 purchases of BSV, at an average price of $76.86, for a total of 144,245.00 shares. In addition, there have been 4 sales at an average price of $81.85 for 8,002.00 shares. Based on historical transaction data and BSV's current price of $78.60, Adaptive Financial Consulting, LLC's estimated gain on his BSV holdings is $277,046.57, reflecting a 2.50% gain to date.
Adaptive Financial Consulting, LLC BSV ($78.60) Holding Chart
Adaptive Financial Consulting, LLC BSV ($78.60) 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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