Carlson Capital Management BSV Holdings History
Carlson Capital Management's Vanguard Short-Term Bond ETF Holding Summary
As of 2024-12-31, Carlson Capital Management held 2.28 Mil shares of Vanguard Short-Term Bond ETF(BSV), totaling $176.37 Mil. This investment constitutes 7.7% of their stock portfolio, and Carlson Capital Management now holds 0.53% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2013Q3. And since then Carlson Capital Management has made 22 purchases of BSV, at an average price of $77.99, for a total of 2.64 Mil shares. In addition, there have been 22 sales at an average price of $79.37 for 355,596.00 shares. Based on historical transaction data and BSV's current price of $78.22, Carlson Capital Management's estimated gain on his BSV holdings is $1.02 Mil, reflecting a 0.49% gain to date.
Carlson Capital Management BSV ($78.22) Holding Chart
Carlson Capital Management BSV ($78.22) 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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