Number of Shares
86,892.00
Current Holdings Value*
$6.80 Mil
% of Portfolio
1.91%
Total Estimate Gain
$242,916.15
% of Total Estimate Gain
1.92%

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 $78.27, Elevated Capital Advisors, LLC's estimated gain on his BSV holdings is $242,916.15, reflecting a 1.92% gain to date.

Elevated Capital Advisors, LLC BSV ($78.27) Holding Chart

Elevated Capital Advisors, LLC BSV ($78.27) 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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