Number of Shares
165,344.00
Current Holdings Value*
$13.37 Mil
% of Portfolio
0.88%
Total Estimate Gain
$-9,670.28
% of Total Estimate Gain
-0.04%

NEXT Financial Group, Inc's Vanguard Short-Term Bond ETF Holding Summary

As of 2021-12-31, NEXT Financial Group, Inc held 165,344.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $13.37 Mil. This investment constitutes 0.88% of their stock portfolio, and NEXT Financial Group, Inc now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2014Q2. And since then NEXT Financial Group, Inc has made 11 purchases of BSV, at an average price of $79.92, for a total of 325,736.00 shares. In addition, there have been 9 sales at an average price of $81.50 for 160,392.00 shares. Based on historical transaction data and BSV's current price of $78.34, NEXT Financial Group, Inc's estimated gain on his BSV holdings is $-9,670.28, reflecting a -0.04% gain to date.

NEXT Financial Group, Inc BSV ($78.34) Holding Chart

NEXT Financial Group, Inc BSV ($78.34) 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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