CLUNE & ASSOCIATES, LTD. BSV Holdings History
Number of Shares
148,878.00
Current Holdings Value*
$11.65 Mil
% of Portfolio
3.58%
Total Estimate Gain
$88,987.86
% of Total Estimate Gain
0.77%
CLUNE & ASSOCIATES, LTD.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 148,878.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $11.65 Mil. This investment constitutes 3.58% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of BSV, at an average price of $77.60, for a total of 148,878.00 shares. Based on historical transaction data and BSV's current price of $78.20, CLUNE & ASSOCIATES, LTD.'s estimated gain on his BSV holdings is $88,987.86, reflecting a 0.77% gain to date.
CLUNE & ASSOCIATES, LTD. BSV ($78.20) Holding Chart
CLUNE & ASSOCIATES, LTD. BSV ($78.20) 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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