Evergreen Wealth Management, LLC BLV Holdings History
Evergreen Wealth Management, LLC's Vanguard Long-Term Bond ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 105,921.00 shares of Vanguard Long-Term Bond ETF(BLV), totaling $7.46 Mil. This investment constitutes 4.45% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0.13% of the outstanding Vanguard Long-Term Bond ETF(BLV) stock.
The initial trade took place in 2023Q1. And since then Evergreen Wealth Management, LLC has made 7 purchases of BLV, at an average price of $72.44, for a total of 105,921.00 shares. Based on historical transaction data and BLV's current price of $68.45, Evergreen Wealth Management, LLC's estimated gain on his BLV holdings is $-422,466.43, reflecting a -5.51% gain to date.
Evergreen Wealth Management, LLC BLV ($68.45) Holding Chart
Evergreen Wealth Management, LLC BLV ($68.45) 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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