BetterWealth, LLC BSV Holdings History

Number of Shares
245,236.00
Current Holdings Value*
$19.30 Mil
% of Portfolio
4.94%
Total Estimate Gain
$329,277.75
% of Total Estimate Gain
1.72%

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

As of 2025-06-30, BetterWealth, LLC held 245,236.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $19.30 Mil. This investment constitutes 4.94% of their stock portfolio, and BetterWealth, LLC now holds 0.05% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2022Q2. And since then BetterWealth, LLC has made 10 purchases of BSV, at an average price of $76.99, for a total of 248,669.00 shares. In addition, there have been 3 sales at an average price of $75.81 for 3,433.00 shares. Based on historical transaction data and BSV's current price of $78.35, BetterWealth, LLC's estimated gain on his BSV holdings is $329,277.75, reflecting a 1.72% gain to date.

BetterWealth, LLC BSV ($78.35) Holding Chart

BetterWealth, 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 %

Top Ranked Articles

  • 1