L.K. Benson & Company, P.C. BSV Holdings History
Number of Shares
14,942.00
Current Holdings Value*
$1.17 Mil
% of Portfolio
0.81%
Total Estimate Gain
$13,233.27
% of Total Estimate Gain
1.14%
L.K. Benson & Company, P.C.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, L.K. Benson & Company, P.C. held 14,942.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $1.17 Mil. This investment constitutes 0.81% of their stock portfolio, and L.K. Benson & Company, P.C. now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. And since then L.K. Benson & Company, P.C. has made 1 purchases of BSV, at an average price of $77.61, for a total of 14,942.00 shares. Based on historical transaction data and BSV's current price of $78.50, L.K. Benson & Company, P.C.'s estimated gain on his BSV holdings is $13,233.27, reflecting a 1.14% gain to date.
L.K. Benson & Company, P.C. BSV ($78.50) Holding Chart
L.K. Benson & Company, P.C. BSV ($78.50) 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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