OAK HILL WEALTH ADVISORS, LLC BSV Holdings History
OAK HILL WEALTH ADVISORS, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, OAK HILL WEALTH ADVISORS, LLC held 115,084.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $9.01 Mil. This investment constitutes 2.09% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q2. And since then OAK HILL WEALTH ADVISORS, LLC has made 3 purchases of BSV, at an average price of $77.54, for a total of 121,287.00 shares. In addition, there have been 1 sales at an average price of $77.89 for 6,203.00 shares. Based on historical transaction data and BSV's current price of $78.35, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his BSV holdings is $95,853.84, reflecting a 1.02% gain to date.
OAK HILL WEALTH ADVISORS, LLC BSV ($78.35) Holding Chart
OAK HILL WEALTH ADVISORS, LLC 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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