DELAP WEALTH ADVISORY, LLC BSV Holdings History
DELAP WEALTH ADVISORY, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 29,669.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $2.32 Mil. This investment constitutes 1.29% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 2 purchases of BSV, at an average price of $75.12, for a total of 127,805.00 shares. In addition, there have been 7 sales at an average price of $76.78 for 98,136.00 shares. Based on historical transaction data and BSV's current price of $78.22, DELAP WEALTH ADVISORY, LLC's estimated gain on his BSV holdings is $254,370.05, reflecting a 2.65% gain to date.
DELAP WEALTH ADVISORY, LLC BSV ($78.22) Holding Chart
DELAP WEALTH ADVISORY, LLC BSV ($78.22) 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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