Number of Shares
202,818.00
Current Holdings Value*
$15.71 Mil
% of Portfolio
8.26%
Total Estimate Gain
$-223,961.21
% of Total Estimate Gain
-1.38%

Evolution Advisers, Inc.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Evolution Advisers, Inc. held 202,818.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $15.71 Mil. This investment constitutes 8.26% of their stock portfolio, and Evolution Advisers, Inc. now holds 0.05% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2021Q4. And since then Evolution Advisers, Inc. has made 11 purchases of BSV, at an average price of $79.43, for a total of 204,259.00 shares. In addition, there have been 2 sales at an average price of $76.07 for 1,441.00 shares. Based on historical transaction data and BSV's current price of $78.35, Evolution Advisers, Inc.'s estimated gain on his BSV holdings is $-223,961.21, reflecting a -1.38% gain to date.

Evolution Advisers, Inc. BSV ($78.35) Holding Chart

Evolution Advisers, 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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