Elevated Capital Advisors, LLC BSV Holdings History
Elevated Capital Advisors, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Elevated Capital Advisors, LLC held 86,892.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.80 Mil. This investment constitutes 1.91% of their stock portfolio, and Elevated Capital Advisors, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q1. And since then Elevated Capital Advisors, LLC has made 10 purchases of BSV, at an average price of $77.84, for a total of 162,395.00 shares. In addition, there have been 6 sales at an average price of $80.56 for 75,503.00 shares. Based on historical transaction data and BSV's current price of $78.22, Elevated Capital Advisors, LLC's estimated gain on his BSV holdings is $239,006.01, reflecting a 1.89% gain to date.
Elevated Capital Advisors, LLC BSV ($78.22) Holding Chart
Elevated Capital Advisors, 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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