Carlsbad Wealth Advisory Group, Inc. BSV Holdings History
Number of Shares
100,465.00
Current Holdings Value*
$7.59 Mil
% of Portfolio
4.89%
Total Estimate Gain
$231,280.48
% of Total Estimate Gain
3.03%
Carlsbad Wealth Advisory Group, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 100,465.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $7.59 Mil. This investment constitutes 4.89% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and BSV's current price of $78.23, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his BSV holdings is $231,280.48, reflecting a 3.03% gain to date.
Carlsbad Wealth Advisory Group, Inc. BSV ($78.23) Holding Chart
Carlsbad Wealth Advisory Group, Inc. BSV ($78.23) 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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers