Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-11,286.49
% of Total Estimate Gain
-2.29%

Palisades Hudson Asset Management, L.P.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Palisades Hudson Asset Management, L.P. held - shares of Vanguard Short-Term Bond ETF(BSV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2018Q4. And since then Palisades Hudson Asset Management, L.P. has made 25 purchases of BSV, at an average price of $79.45, for a total of 6,206.00 shares. In addition, there have been 1 sales at an average price of $77.63 for 6,206.00 shares. Based on historical transaction data and BSV's current price of $78.35, Palisades Hudson Asset Management, L.P.'s estimated gain on his BSV holdings is $-11,286.49, reflecting a -2.29% gain to date.

Palisades Hudson Asset Management, L.P. BSV ($78.35) Holding Chart

Palisades Hudson Asset Management, L.P. 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 %

Top Ranked Articles

  • 1