C-J Advisory, Inc. BSV Holdings History

Number of Shares
121,992.00
Current Holdings Value*
$10.00 Mil
% of Portfolio
5.29%
Total Estimate Gain
$-68,168.10
% of Total Estimate Gain
-0.59%

C-J Advisory, Inc.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2021-09-30, C-J Advisory, Inc. held 121,992.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $10.00 Mil. This investment constitutes 5.29% of their stock portfolio, and C-J Advisory, Inc. now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2018Q2. And since then C-J Advisory, Inc. has made 11 purchases of BSV, at an average price of $79.15, for a total of 146,159.00 shares. In addition, there have been 2 sales at an average price of $80.90 for 24,167.00 shares. Based on historical transaction data and BSV's current price of $78.24, C-J Advisory, Inc.'s estimated gain on his BSV holdings is $-68,168.10, reflecting a -0.59% gain to date.

C-J Advisory, Inc. BSV ($78.24) Holding Chart

C-J Advisory, Inc. BSV ($78.24) 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