Jentner Corp BSV Holdings History
Number of Shares
706,670.00
Current Holdings Value*
$55.32 Mil
% of Portfolio
16.56%
Total Estimate Gain
$-2.28 Mil
% of Total Estimate Gain
-3.63%
Jentner Corp's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Jentner Corp held 706,670.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $55.32 Mil. This investment constitutes 16.56% of their stock portfolio, and Jentner Corp now holds 0.16% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q4. And since then Jentner Corp has made 15 purchases of BSV, at an average price of $80.98, for a total of 778,165.00 shares. In addition, there have been 7 sales at an average price of $76.97 for 71,495.00 shares. Based on historical transaction data and BSV's current price of $78.16, Jentner Corp's estimated gain on his BSV holdings is $-2.28 Mil, reflecting a -3.63% gain to date.
Jentner Corp BSV ($78.16) Holding Chart
Jentner Corp BSV ($78.16) 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 % |
Top Ranked Articles
- 1