Number of Shares
120,421.00
Current Holdings Value*
$9.43 Mil
% of Portfolio
6.3%
Total Estimate Gain
$89,941.14
% of Total Estimate Gain
0.96%

Columbia River Financial Group, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Columbia River Financial Group, LLC held 120,421.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $9.43 Mil. This investment constitutes 6.3% of their stock portfolio, and Columbia River Financial Group, LLC now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2024Q4. And since then Columbia River Financial Group, LLC has made 1 purchases of BSV, at an average price of $77.60, for a total of 120,421.00 shares. Based on historical transaction data and BSV's current price of $78.35, Columbia River Financial Group, LLC's estimated gain on his BSV holdings is $89,941.14, reflecting a 0.96% gain to date.

Columbia River Financial Group, LLC BSV ($78.35) Holding Chart

Columbia River Financial Group, LLC 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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