FIDELIS IM, LLC BSV Holdings History
FIDELIS iM, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, FIDELIS iM, LLC held 78,121.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.12 Mil. This investment constitutes 2.83% of their stock portfolio, and FIDELIS iM, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2021Q3. And since then FIDELIS iM, LLC has made 7 purchases of BSV, at an average price of $80.25, for a total of 117,092.00 shares. In addition, there have been 7 sales at an average price of $76.69 for 38,971.00 shares. Based on historical transaction data and BSV's current price of $78.23, FIDELIS iM, LLC's estimated gain on his BSV holdings is $-296,595.69, reflecting a -3.16% gain to date.
FIDELIS iM, LLC BSV ($78.23) Holding Chart
FIDELIS iM, 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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