L.K. Benson & Company, P.C. BSV Holdings History
Number of Shares
17,258.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
0.83%
Total Estimate Gain
$12,225.43
% of Total Estimate Gain
0.91%
L.K. Benson & Company, P.C.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, L.K. Benson & Company, P.C. held 17,258.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $1.36 Mil. This investment constitutes 0.83% 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 2 purchases of BSV, at an average price of $77.69, for a total of 17,258.00 shares. Based on historical transaction data and BSV's current price of $78.40, L.K. Benson & Company, P.C.'s estimated gain on his BSV holdings is $12,225.43, reflecting a 0.91% gain to date.
L.K. Benson & Company, P.C. BSV ($78.40) Holding Chart
L.K. Benson & Company, P.C. BSV ($78.40) 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