Newman & Schimel, LLC BSV Holdings History
Newman & Schimel, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2022-12-31, Newman & Schimel, LLC held 398,428.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $29.99 Mil. This investment constitutes 13.55% of their stock portfolio, and Newman & Schimel, LLC now holds 0.08% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2021Q4. And since then Newman & Schimel, LLC has made 5 purchases of BSV, at an average price of $76.95, for a total of 398,428.00 shares. Based on historical transaction data and BSV's current price of $78.66, Newman & Schimel, LLC's estimated gain on his BSV holdings is $681,532.50, reflecting a 2.22% gain to date.
Newman & Schimel, LLC BSV ($78.66) Holding Chart
Newman & Schimel, LLC BSV ($78.66) 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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