PLANNING DIRECTIONS INC BSV Holdings History
PLANNING DIRECTIONS INC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 196,641.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $15.39 Mil. This investment constitutes 6.58% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2018Q2. And since then PLANNING DIRECTIONS INC has made 11 purchases of BSV, at an average price of $80.07, for a total of 1.07 Mil shares. In addition, there have been 17 sales at an average price of $78.71 for 873,536.00 shares. Based on historical transaction data and BSV's current price of $78.66, PLANNING DIRECTIONS INC's estimated gain on his BSV holdings is $-1.46 Mil, reflecting a -1.71% gain to date.
PLANNING DIRECTIONS INC BSV ($78.66) Holding Chart
PLANNING DIRECTIONS INC 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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