Level Financial Advisors BSV Holdings History
Level Financial Advisors's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 191,992.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $15.11 Mil. This investment constitutes 4.7% of their stock portfolio, and Level Financial Advisors now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 11 purchases of BSV, at an average price of $80.24, for a total of 231,007.00 shares. In addition, there have been 3 sales at an average price of $76.24 for 39,015.00 shares. Based on historical transaction data and BSV's current price of $78.43, Level Financial Advisors's estimated gain on his BSV holdings is $-504,376.91, reflecting a -2.72% gain to date.
Level Financial Advisors BSV ($78.43) Holding Chart
Level Financial Advisors BSV ($78.43) 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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