Morningstar Income And Growth ETF Asset Allocation Portfolio BSV Holdings History
Morningstar Income and Growth ETF Asset Allocation Portfolio's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, ALPS Variable Investment Trust held 57,442.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $4.50 Mil. This investment constitutes 9.25% of their stock portfolio, and ALPS Variable Investment Trust now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q3. And since then Morningstar Income and Growth ETF Asset Allocation Portfolio has made 10 purchases of BSV, at an average price of $77.76, for a total of 158,875.00 shares. In addition, there have been 10 sales at an average price of $78.13 for 101,433.00 shares. Based on historical transaction data and BSV's current price of $78.52, Morningstar Income and Growth ETF Asset Allocation Portfolio's estimated gain on his BSV holdings is $81,876.30, reflecting a 0.66% gain to date.
Morningstar Income and Growth ETF Asset Allocation Portfolio BSV ($78.52) Holding Chart
Morningstar Income and Growth ETF Asset Allocation Portfolio BSV ($78.52) 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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