Physician Wealth Solutions Inc. BSV Holdings History
Number of Shares
9,245.00
Current Holdings Value*
$727,580.00
% of Portfolio
0.34%
Total Estimate Gain
$1,479.20
% of Total Estimate Gain
0.20%
Physician Wealth Solutions Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 9,245.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $727,580.00. This investment constitutes 0.34% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2025Q2. And since then Physician Wealth Solutions Inc. has made 1 purchases of BSV, at an average price of $78.19, for a total of 9,245.00 shares. Based on historical transaction data and BSV's current price of $78.35, Physician Wealth Solutions Inc.'s estimated gain on his BSV holdings is $1,479.20, reflecting a 0.20% gain to date.
Physician Wealth Solutions Inc. BSV ($78.35) Holding Chart
Physician Wealth Solutions Inc. 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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