Number of Shares
63,619.00
Current Holdings Value*
$4.98 Mil
% of Portfolio
0.72%
Total Estimate Gain
$37,535.21
% of Total Estimate Gain
0.76%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held 63,619.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $4.98 Mil. This investment constitutes 0.72% of their stock portfolio, and PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2025Q1. And since then PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of BSV, at an average price of $77.63, for a total of 63,619.00 shares. Based on historical transaction data and BSV's current price of $78.22, PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's estimated gain on his BSV holdings is $37,535.21, reflecting a 0.76% gain to date.

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC BSV ($78.22) Holding Chart

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC BSV ($78.22) 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