Pines Wealth Management, LLC BSV Holdings History
Pines Wealth Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Pines Wealth Management, LLC held 82,103.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.42 Mil. This investment constitutes 2.27% of their stock portfolio, and Pines Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. And since then Pines Wealth Management, LLC has made 1 purchases of BSV, at an average price of $77.81, for a total of 91,718.00 shares. In addition, there have been 1 sales at an average price of $77.63 for 9,615.00 shares. Based on historical transaction data and BSV's current price of $78.11, Pines Wealth Management, LLC's estimated gain on his BSV holdings is $22,709.27, reflecting a 0.32% gain to date.
Pines Wealth Management, LLC BSV ($78.11) Holding Chart
Pines Wealth Management, LLC BSV ($78.11) 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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