Exeter Financial, LLC BSV Holdings History

Number of Shares
116,905.00
Current Holdings Value*
$9.20 Mil
% of Portfolio
4.1%
Total Estimate Gain
$208,967.63
% of Total Estimate Gain
1.96%

Exeter Financial, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-06-30, Exeter Financial, LLC held 116,905.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $9.20 Mil. This investment constitutes 4.1% of their stock portfolio, and Exeter Financial, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2022Q2. And since then Exeter Financial, LLC has made 8 purchases of BSV, at an average price of $76.77, for a total of 138,526.00 shares. In addition, there have been 5 sales at an average price of $77.43 for 21,621.00 shares. Based on historical transaction data and BSV's current price of $78.44, Exeter Financial, LLC's estimated gain on his BSV holdings is $208,967.63, reflecting a 1.96% gain to date.

Exeter Financial, LLC BSV ($78.44) Holding Chart

Exeter Financial, LLC BSV ($78.44) 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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