Compass Planning Associates Inc BSV Holdings History
Compass Planning Associates Inc's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 87,796.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.87 Mil. This investment constitutes 6.95% of their stock portfolio, and Compass Planning Associates Inc now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $77.63 for 38,832.00 shares. Based on historical transaction data and BSV's current price of $78.24, Compass Planning Associates Inc's estimated gain on his BSV holdings is $57,354.40, reflecting a 0.58% gain to date.
Compass Planning Associates Inc BSV ($78.24) Holding Chart
Compass Planning Associates Inc BSV ($78.24) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
