ELEVATE WEALTH ADVISORY, INC BSV Holdings History
ELEVATE WEALTH ADVISORY, INC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 149,330.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $11.69 Mil. This investment constitutes 8.28% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 4 purchases of BSV, at an average price of $75.92, for a total of 151,776.00 shares. In addition, there have been 1 sales at an average price of $76.71 for 2,446.00 shares. Based on historical transaction data and BSV's current price of $78.35, ELEVATE WEALTH ADVISORY, INC's estimated gain on his BSV holdings is $365,114.50, reflecting a 3.17% gain to date.
ELEVATE WEALTH ADVISORY, INC BSV ($78.35) Holding Chart
ELEVATE WEALTH ADVISORY, INC 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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