HOHIMER WEALTH MANAGEMENT, LLC BSV Holdings History
HOHIMER WEALTH MANAGEMENT, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, HOHIMER WEALTH MANAGEMENT, LLC held 202,094.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $15.82 Mil. This investment constitutes 3.08% of their stock portfolio, and HOHIMER WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2023Q1. And since then HOHIMER WEALTH MANAGEMENT, LLC has made 6 purchases of BSV, at an average price of $77.27, for a total of 313,425.00 shares. In addition, there have been 3 sales at an average price of $77.60 for 111,331.00 shares. Based on historical transaction data and BSV's current price of $78.11, HOHIMER WEALTH MANAGEMENT, LLC's estimated gain on his BSV holdings is $205,223.31, reflecting a 0.85% gain to date.
HOHIMER WEALTH MANAGEMENT, LLC BSV ($78.11) Holding Chart
HOHIMER WEALTH MANAGEMENT, 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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