Arcadia Wealth Management, LLC BSV Holdings History
Arcadia Wealth Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 108,168.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $8.51 Mil. This investment constitutes 3.72% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2023Q2. And since then Arcadia Wealth Management, LLC has made 9 purchases of BSV, at an average price of $76.42, for a total of 108,168.00 shares. Based on historical transaction data and BSV's current price of $78.50, Arcadia Wealth Management, LLC's estimated gain on his BSV holdings is $225,040.92, reflecting a 2.72% gain to date.
Arcadia Wealth Management, LLC BSV ($78.50) Holding Chart
Arcadia Wealth Management, LLC BSV ($78.50) 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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