REDW Wealth LLC BSV Holdings History
REDW Wealth LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, REDW Wealth LLC held 155,608.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $12.18 Mil. This investment constitutes 4.53% of their stock portfolio, and REDW Wealth LLC now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2018Q2. And since then REDW Wealth LLC has made 11 purchases of BSV, at an average price of $77.60, for a total of 686,603.00 shares. In addition, there have been 17 sales at an average price of $77.92 for 530,995.00 shares. Based on historical transaction data and BSV's current price of $78.64, REDW Wealth LLC's estimated gain on his BSV holdings is $333,802.58, reflecting a 0.63% gain to date.
REDW Wealth LLC BSV ($78.64) Holding Chart
REDW Wealth LLC BSV ($78.64) 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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