Lifestyle Blend Balanced Portfolio BSV Holdings History
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 $78.40, Lifestyle Blend Balanced Portfolio's estimated gain on his BSV holdings is $159,409.04, reflecting a 1.06% gain to date.
Lifestyle Blend Balanced Portfolio BSV ($78.40) Holding Chart
Lifestyle Blend Balanced Portfolio BSV ($78.40) 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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