Axiom Advisory, LLC BSV Holdings History

Number of Shares
848,646.00
Current Holdings Value*
$66.09 Mil
% of Portfolio
0.62%
Total Estimate Gain
$2.29 Mil
% of Total Estimate Gain
2.37%

Axiom Advisory, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2024-09-30, Axiom Advisory, LLC held 848,646.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $66.09 Mil. This investment constitutes 0.62% of their stock portfolio, and Axiom Advisory, LLC now holds 0.2% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2021Q4. And since then Axiom Advisory, LLC has made 4 purchases of BSV, at an average price of $76.40, for a total of 1.27 Mil shares. In addition, there have been 8 sales at an average price of $77.83 for 417,098.00 shares. Based on historical transaction data and BSV's current price of $78.40, Axiom Advisory, LLC's estimated gain on his BSV holdings is $2.29 Mil, reflecting a 2.37% gain to date.

Axiom Advisory, LLC BSV ($78.40) Holding Chart

Axiom Advisory, LLC BSV ($78.40) 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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