EverSource Wealth Advisors, LLC BSV Holdings History
EverSource Wealth Advisors, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 337,421.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $26.41 Mil. This investment constitutes 1.46% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.08% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 13 purchases of BSV, at an average price of $76.80, for a total of 337,421.00 shares. Based on historical transaction data and BSV's current price of $78.23, EverSource Wealth Advisors, LLC's estimated gain on his BSV holdings is $482,193.86, reflecting a 1.86% gain to date.
EverSource Wealth Advisors, LLC BSV ($78.23) Holding Chart
EverSource Wealth Advisors, LLC BSV ($78.23) 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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