Fortis Advisors, LLC BSV Holdings History
Fortis Advisors, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Fortis Advisors, LLC held 147,341.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $11.53 Mil. This investment constitutes 7.52% of their stock portfolio, and Fortis Advisors, LLC now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2018Q2. And since then Fortis Advisors, LLC has made 11 purchases of BSV, at an average price of $79.07, for a total of 264,881.00 shares. In addition, there have been 15 sales at an average price of $79.28 for 117,540.00 shares. Based on historical transaction data and BSV's current price of $78.11, Fortis Advisors, LLC's estimated gain on his BSV holdings is $-118,154.13, reflecting a -0.56% gain to date.
Fortis Advisors, LLC BSV ($78.11) Holding Chart
Fortis Advisors, LLC BSV ($78.11) 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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