PRESILIUM PRIVATE WEALTH, LLC BSV Holdings History
PRESILIUM PRIVATE WEALTH, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, PRESILIUM PRIVATE WEALTH, LLC held 415,711.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $32.54 Mil. This investment constitutes 7.29% of their stock portfolio, and PRESILIUM PRIVATE WEALTH, LLC now holds 0.1% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q4. And since then PRESILIUM PRIVATE WEALTH, LLC has made 8 purchases of BSV, at an average price of $75.69, for a total of 441,017.00 shares. In addition, there have been 1 sales at an average price of $75.70 for 25,306.00 shares. Based on historical transaction data and BSV's current price of $78.35, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his BSV holdings is $1.11 Mil, reflecting a 3.31% gain to date.
PRESILIUM PRIVATE WEALTH, LLC BSV ($78.35) Holding Chart
PRESILIUM PRIVATE WEALTH, 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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