DOWLING & YAHNKE LLC BSV Holdings History

Number of Shares
1.44 Mil
Current Holdings Value*
$107.51 Mil
% of Portfolio
5%
Total Estimate Gain
$-848,046.37
% of Total Estimate Gain
-0.74%

DOWLING & YAHNKE LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2022-09-30, DOWLING & YAHNKE LLC held 1.44 Mil shares of Vanguard Short-Term Bond ETF(BSV), totaling $107.51 Mil. This investment constitutes 5% of their stock portfolio, and DOWLING & YAHNKE LLC now holds 0.29% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2018Q2. And since then DOWLING & YAHNKE LLC has made 14 purchases of BSV, at an average price of $78.81, for a total of 1.46 Mil shares. In addition, there have been 4 sales at an average price of $79.06 for 18,473.00 shares. Based on historical transaction data and BSV's current price of $78.22, DOWLING & YAHNKE LLC's estimated gain on his BSV holdings is $-848,046.37, reflecting a -0.74% gain to date.

DOWLING & YAHNKE LLC BSV ($78.22) Holding Chart

DOWLING & YAHNKE 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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