Number of Shares
684,640.00
Current Holdings Value*
$48.21 Mil
% of Portfolio
4.06%
Total Estimate Gain
$-926,839.60
% of Total Estimate Gain
-0.98%

Koss-Olinger Consulting, LLC's Vanguard Long-Term Bond ETF Holding Summary

As of 2025-03-31, Koss-Olinger Consulting, LLC held 684,640.00 shares of Vanguard Long-Term Bond ETF(BLV), totaling $48.21 Mil. This investment constitutes 4.06% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0.84% of the outstanding Vanguard Long-Term Bond ETF(BLV) stock.

The initial trade took place in 2023Q3. And since then Koss-Olinger Consulting, LLC has made 6 purchases of BLV, at an average price of $70.60, for a total of 1.34 Mil shares. In addition, there have been 1 sales at an average price of $72.15 for 659,484.00 shares. Based on historical transaction data and BLV's current price of $67.76, Koss-Olinger Consulting, LLC's estimated gain on his BLV holdings is $-926,839.60, reflecting a -0.98% gain to date.

Koss-Olinger Consulting, LLC BLV ($67.76) Holding Chart

Koss-Olinger Consulting, LLC BLV ($67.76) 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