CogentBlue Wealth Advisors, LLC BSV Holdings History
CogentBlue Wealth Advisors, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 25,029.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $1.97 Mil. This investment constitutes 1.51% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $78.12 for 9,771.00 shares. Based on historical transaction data and BSV's current price of $78.50, CogentBlue Wealth Advisors, LLC's estimated gain on his BSV holdings is $27,486.57, reflecting a 1.02% gain to date.
CogentBlue Wealth Advisors, LLC BSV ($78.50) Holding Chart
CogentBlue Wealth Advisors, LLC BSV ($78.50) 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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