Lifestyle Blend Moderate Portfolio BSV Holdings History
Lifestyle Blend Moderate Portfolio's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Moderate Portfolio held 37,480.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $2.93 Mil. This investment constitutes 1.82% of their stock portfolio, and Lifestyle Blend Moderate Portfolio now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Moderate Portfolio has made 15 purchases of BSV, at an average price of $78.21, for a total of 71,332.00 shares. In addition, there have been 5 sales at an average price of $81.05 for 33,852.00 shares. Based on historical transaction data and BSV's current price of $78.35, Lifestyle Blend Moderate Portfolio's estimated gain on his BSV holdings is $101,334.63, reflecting a 1.82% gain to date.
Lifestyle Blend Moderate Portfolio BSV ($78.35) Holding Chart
Lifestyle Blend Moderate Portfolio 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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