LEVEL FOUR FINANCIAL, LLC BSV Holdings History
LEVEL FOUR FINANCIAL, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2021-09-30, LEVEL FOUR FINANCIAL, LLC held 45,129.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $3.70 Mil. This investment constitutes 1.61% of their stock portfolio, and LEVEL FOUR FINANCIAL, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then LEVEL FOUR FINANCIAL, LLC has made 2 purchases of BSV, at an average price of $82.29, for a total of 46,048.00 shares. In addition, there have been 1 sales at an average price of $82.04 for 919.00 shares. Based on historical transaction data and BSV's current price of $78.35, LEVEL FOUR FINANCIAL, LLC's estimated gain on his BSV holdings is $-178,075.67, reflecting a -4.70% gain to date.
LEVEL FOUR FINANCIAL, LLC BSV ($78.35) Holding Chart
LEVEL FOUR FINANCIAL, 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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