Leo H. Evart, Inc. BSV Holdings History

Number of Shares
31,208.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
3.6%
Total Estimate Gain
$-675,788.15
% of Total Estimate Gain
-5.36%

Leo H. Evart, Inc.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2023-09-30, Leo H. Evart, Inc. held 31,208.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $2.35 Mil. This investment constitutes 3.6% of their stock portfolio, and Leo H. Evart, Inc. now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2021Q4. And since then Leo H. Evart, Inc. has made 3 purchases of BSV, at an average price of $80.54, for a total of 156,518.00 shares. In addition, there have been 4 sales at an average price of $75.69 for 125,310.00 shares. Based on historical transaction data and BSV's current price of $78.35, Leo H. Evart, Inc.'s estimated gain on his BSV holdings is $-675,788.15, reflecting a -5.36% gain to date.

Leo H. Evart, Inc. BSV ($78.35) Holding Chart

Leo H. Evart, Inc. 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 %

Top Ranked Articles

  • 1