Chico Wealth RIA BSV Holdings History
Chico Wealth RIA's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Chico Wealth RIA held 9,355.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $732,310.00. This investment constitutes 0.64% of their stock portfolio, and Chico Wealth RIA now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q1. And since then Chico Wealth RIA has made 6 purchases of BSV, at an average price of $78.70, for a total of 18,656.00 shares. In addition, there have been 6 sales at an average price of $76.98 for 9,301.00 shares. Based on historical transaction data and BSV's current price of $78.27, Chico Wealth RIA's estimated gain on his BSV holdings is $-20,082.02, reflecting a -1.37% gain to date.
Chico Wealth RIA BSV ($78.27) Holding Chart
Chico Wealth RIA BSV ($78.27) 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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