Forum Private Client Group LLC BSV Holdings History
Forum Private Client Group LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 61,967.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $4.85 Mil. This investment constitutes 2.11% of their stock portfolio, and Forum Private Client Group LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 10 purchases of BSV, at an average price of $76.31, for a total of 101,945.00 shares. In addition, there have been 2 sales at an average price of $75.37 for 39,978.00 shares. Based on historical transaction data and BSV's current price of $78.22, Forum Private Client Group LLC's estimated gain on his BSV holdings is $80,870.43, reflecting a 1.04% gain to date.
Forum Private Client Group LLC BSV ($78.22) Holding Chart
Forum Private Client Group LLC 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 % | |||
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