Integris Wealth Management, LLC BSV Holdings History
Integris Wealth Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Integris Wealth Management, LLC held 759,899.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $59.48 Mil. This investment constitutes 16.97% of their stock portfolio, and Integris Wealth Management, LLC now holds 0.18% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q4. And since then Integris Wealth Management, LLC has made 6 purchases of BSV, at an average price of $74.95, for a total of 853,893.00 shares. In addition, there have been 3 sales at an average price of $76.94 for 93,994.00 shares. Based on historical transaction data and BSV's current price of $78.64, Integris Wealth Management, LLC's estimated gain on his BSV holdings is $2.99 Mil, reflecting a 4.67% gain to date.
Integris Wealth Management, LLC BSV ($78.64) Holding Chart
Integris Wealth Management, LLC BSV ($78.64) 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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