Number of Shares
78,256.00
Current Holdings Value*
$6.11 Mil
% of Portfolio
1.55%
Total Estimate Gain
$167,234.64
% of Total Estimate Gain
1.11%

Lifestyle Blend Balanced Portfolio's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Balanced Portfolio held 78,256.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.11 Mil. This investment constitutes 1.55% of their stock portfolio, and Lifestyle Blend Balanced Portfolio now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2019Q4. And since then Lifestyle Blend Balanced Portfolio has made 13 purchases of BSV, at an average price of $78.63, for a total of 191,918.00 shares. In addition, there have been 7 sales at an average price of $80.18 for 113,662.00 shares. Based on historical transaction data and BSV's current price of $78.50, Lifestyle Blend Balanced Portfolio's estimated gain on his BSV holdings is $167,234.64, reflecting a 1.11% gain to date.

Lifestyle Blend Balanced Portfolio BSV ($78.50) Holding Chart

Lifestyle Blend Balanced Portfolio BSV ($78.50) 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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