Bay Harbor Wealth Management, LLC BSV Holdings History
Bay Harbor Wealth Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 172,524.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $13.51 Mil. This investment constitutes 4.27% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2018Q4. And since then Bay Harbor Wealth Management, LLC has made 16 purchases of BSV, at an average price of $78.91, for a total of 254,351.00 shares. In addition, there have been 9 sales at an average price of $76.57 for 81,827.00 shares. Based on historical transaction data and BSV's current price of $78.16, Bay Harbor Wealth Management, LLC's estimated gain on his BSV holdings is $-321,711.85, reflecting a -1.60% gain to date.
Bay Harbor Wealth Management, LLC BSV ($78.16) Holding Chart
Bay Harbor Wealth Management, LLC BSV ($78.16) 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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