Number of Shares
210,369.00
Current Holdings Value*
$16.12 Mil
% of Portfolio
8.69%
Total Estimate Gain
$-479,959.90
% of Total Estimate Gain
-2.69%

Fullen Financial Group's Vanguard Short-Term Bond ETF Holding Summary

As of 2023-03-31, Fullen Financial Group held 210,369.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $16.12 Mil. This investment constitutes 8.69% of their stock portfolio, and Fullen Financial Group now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2020Q2. And since then Fullen Financial Group has made 8 purchases of BSV, at an average price of $80.45, for a total of 221,925.00 shares. In addition, there have been 3 sales at an average price of $79.13 for 11,556.00 shares. Based on historical transaction data and BSV's current price of $78.24, Fullen Financial Group's estimated gain on his BSV holdings is $-479,959.90, reflecting a -2.69% gain to date.

Fullen Financial Group BSV ($78.24) Holding Chart

Fullen Financial Group BSV ($78.24) 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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