Clear Point Advisors Inc. BSV Holdings History
Clear Point Advisors Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Clear Point Advisors Inc. held 2,598.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $204,440.00. This investment constitutes 0.17% of their stock portfolio, and Clear Point Advisors Inc. now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 4 purchases of BSV, at an average price of $76.97, for a total of 5,154.00 shares. In addition, there have been 1 sales at an average price of $77.60 for 2,556.00 shares. Based on historical transaction data and BSV's current price of $78.35, Clear Point Advisors Inc.'s estimated gain on his BSV holdings is $5,205.77, reflecting a 1.31% gain to date.
Clear Point Advisors Inc. BSV ($78.35) Holding Chart
Clear Point Advisors Inc. BSV ($78.35) 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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