Coe Capital Management, LLC BSV Holdings History
Coe Capital Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2021-06-30, Coe Capital Management, LLC held 37,831.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $3.11 Mil. This investment constitutes 2.94% of their stock portfolio, and Coe Capital Management, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2014Q1. And since then Coe Capital Management, LLC has made 8 purchases of BSV, at an average price of $79.47, for a total of 69,125.00 shares. In addition, there have been 13 sales at an average price of $80.35 for 31,294.00 shares. Based on historical transaction data and BSV's current price of $78.60, Coe Capital Management, LLC's estimated gain on his BSV holdings is $-5,520.15, reflecting a -0.10% gain to date.
Coe Capital Management, LLC BSV ($78.60) Holding Chart
Coe Capital Management, LLC BSV ($78.60) 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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