Number of Shares
76,887.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
6.02%
Total Estimate Gain
$35,048.47
% of Total Estimate Gain
0.28%

MARQUETTE ASSOCIATES, INC.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, MARQUETTE ASSOCIATES, INC. held 76,887.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.02 Mil. This investment constitutes 6.02% of their stock portfolio, and MARQUETTE ASSOCIATES, INC. now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2023Q4. And since then MARQUETTE ASSOCIATES, INC. has made 2 purchases of BSV, at an average price of $77.06, for a total of 160,288.00 shares. In addition, there have been 1 sales at an average price of $76.30 for 83,401.00 shares. Based on historical transaction data and BSV's current price of $78.35, MARQUETTE ASSOCIATES, INC.'s estimated gain on his BSV holdings is $35,048.47, reflecting a 0.28% gain to date.

MARQUETTE ASSOCIATES, INC. BSV ($78.35) Holding Chart

MARQUETTE ASSOCIATES, INC. 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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