Kades & Cheifetz LLC BSV Holdings History

Number of Shares
51,780.00
Current Holdings Value*
$4.00 Mil
% of Portfolio
2.05%
Total Estimate Gain
$42,140.68
% of Total Estimate Gain
1.05%

Kades & Cheifetz LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2024-12-31, Kades & Cheifetz LLC held 51,780.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $4.00 Mil. This investment constitutes 2.05% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2024Q2. And since then Kades & Cheifetz LLC has made 3 purchases of BSV, at an average price of $77.54, for a total of 51,780.00 shares. Based on historical transaction data and BSV's current price of $78.35, Kades & Cheifetz LLC's estimated gain on his BSV holdings is $42,140.68, reflecting a 1.05% gain to date.

Kades & Cheifetz LLC BSV ($78.35) Holding Chart

Kades & Cheifetz LLC BSV ($78.35) 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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