KILEY JUERGENS WEALTH MANAGEMENT, LLC BSV Holdings History
KILEY JUERGENS WEALTH MANAGEMENT, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, KILEY JUERGENS WEALTH MANAGEMENT, LLC held 71,260.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $5.58 Mil. This investment constitutes 1.48% of their stock portfolio, and KILEY JUERGENS WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2018Q2. And since then KILEY JUERGENS WEALTH MANAGEMENT, LLC has made 12 purchases of BSV, at an average price of $80.66, for a total of 261,206.00 shares. In addition, there have been 12 sales at an average price of $77.04 for 189,946.00 shares. Based on historical transaction data and BSV's current price of $78.22, KILEY JUERGENS WEALTH MANAGEMENT, LLC's estimated gain on his BSV holdings is $-861,723.87, reflecting a -4.09% gain to date.
KILEY JUERGENS WEALTH MANAGEMENT, LLC BSV ($78.22) Holding Chart
KILEY JUERGENS WEALTH MANAGEMENT, LLC BSV ($78.22) 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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