Number of Shares
863,284.00
Current Holdings Value*
$66.71 Mil
% of Portfolio
6%
Total Estimate Gain
$-360,814.83
% of Total Estimate Gain
-0.22%

Campbell Wealth Management's Vanguard Short-Term Bond ETF Holding Summary

As of 2024-12-31, Campbell Wealth Management held 863,284.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $66.71 Mil. This investment constitutes 6% of their stock portfolio, and Campbell Wealth Management now holds 0.2% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2022Q3. And since then Campbell Wealth Management has made 6 purchases of BSV, at an average price of $76.92, for a total of 2.12 Mil shares. In addition, there have been 4 sales at an average price of $75.73 for 1.26 Mil shares. Based on historical transaction data and BSV's current price of $78.24, Campbell Wealth Management's estimated gain on his BSV holdings is $-360,814.83, reflecting a -0.22% gain to date.

Campbell Wealth Management BSV ($78.24) Holding Chart

Campbell Wealth Management 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 %

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