Financial Planning & Information Services, Inc. BSV Holdings History
Financial Planning & Information Services, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 312,411.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $24.58 Mil. This investment constitutes 3.39% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 0.07% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2018Q2. And since then Financial Planning & Information Services, Inc. has made 15 purchases of BSV, at an average price of $76.35, for a total of 598,901.00 shares. In addition, there have been 10 sales at an average price of $75.66 for 286,490.00 shares. Based on historical transaction data and BSV's current price of $78.70, Financial Planning & Information Services, Inc.'s estimated gain on his BSV holdings is $538,584.10, reflecting a 1.18% gain to date.
Financial Planning & Information Services, Inc. BSV ($78.70) Holding Chart
Financial Planning & Information Services, Inc. BSV ($78.70) 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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