Fidato Wealth LLC BSV Holdings History
Fidato Wealth LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Fidato Wealth LLC held 118,731.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $9.29 Mil. This investment constitutes 7.11% of their stock portfolio, and Fidato Wealth LLC now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2021Q4. And since then Fidato Wealth LLC has made 9 purchases of BSV, at an average price of $79.65, for a total of 120,100.00 shares. In addition, there have been 1 sales at an average price of $76.88 for 1,369.00 shares. Based on historical transaction data and BSV's current price of $78.21, Fidato Wealth LLC's estimated gain on his BSV holdings is $-175,199.31, reflecting a -1.83% gain to date.
Fidato Wealth LLC BSV ($78.21) Holding Chart
Fidato Wealth LLC BSV ($78.21) 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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