Number of Shares
51,725.00
Current Holdings Value*
$4.05 Mil
% of Portfolio
0.98%
Total Estimate Gain
$649,858.18
% of Total Estimate Gain
1.51%

Financial Gravity Asset Management, Inc.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 51,725.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $4.05 Mil. This investment constitutes 0.98% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2018Q3. And since then Financial Gravity Asset Management, Inc. has made 13 purchases of BSV, at an average price of $75.74, for a total of 569,675.00 shares. In addition, there have been 9 sales at an average price of $76.74 for 517,950.00 shares. Based on historical transaction data and BSV's current price of $78.22, Financial Gravity Asset Management, Inc.'s estimated gain on his BSV holdings is $649,858.18, reflecting a 1.51% gain to date.

Financial Gravity Asset Management, Inc. BSV ($78.22) Holding Chart

Financial Gravity Asset Management, Inc. BSV ($78.22) 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 %

Top Ranked Articles

  • 1