HTG Investment Advisors, Inc. BSV Holdings History
HTG Investment Advisors, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, HTG Investment Advisors, Inc. held 196,141.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $15.35 Mil. This investment constitutes 6.4% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q4. And since then HTG Investment Advisors, Inc. has made 9 purchases of BSV, at an average price of $76.28, for a total of 196,141.00 shares. Based on historical transaction data and BSV's current price of $78.43, HTG Investment Advisors, Inc.'s estimated gain on his BSV holdings is $422,220.55, reflecting a 2.82% gain to date.
HTG Investment Advisors, Inc. BSV ($78.43) Holding Chart
HTG Investment Advisors, Inc. BSV ($78.43) 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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