Martel Wealth Advisors Inc BSV Holdings History
Martel Wealth Advisors Inc's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 796,532.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $62.69 Mil. This investment constitutes 11.62% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.16% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 12 purchases of BSV, at an average price of $80.03, for a total of 817,428.00 shares. In addition, there have been 1 sales at an average price of $79.22 for 20,896.00 shares. Based on historical transaction data and BSV's current price of $78.35, Martel Wealth Advisors Inc's estimated gain on his BSV holdings is $-1.35 Mil, reflecting a -2.07% gain to date.
Martel Wealth Advisors Inc BSV ($78.35) Holding Chart
Martel Wealth Advisors 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
