Levy Wealth Management Group, LLC BSV Holdings History
Levy Wealth Management Group, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 583,236.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $44.73 Mil. This investment constitutes 11.45% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then Levy Wealth Management Group, LLC has made 10 purchases of BSV, at an average price of $79.04, for a total of 727,733.00 shares. In addition, there have been 3 sales at an average price of $76.25 for 144,497.00 shares. Based on historical transaction data and BSV's current price of $78.22, Levy Wealth Management Group, LLC's estimated gain on his BSV holdings is $-883,756.98, reflecting a -1.54% gain to date.
Levy Wealth Management Group, LLC BSV ($78.22) Holding Chart
Levy Wealth Management Group, LLC BSV ($78.22) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
