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 %

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