RF&L WEALTH MANAGEMENT, LLC BSV Holdings History
RF&L WEALTH MANAGEMENT, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 100,955.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $7.95 Mil. This investment constitutes 5.12% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 8 purchases of BSV, at an average price of $75.19, for a total of 104,812.00 shares. In addition, there have been 2 sales at an average price of $75.64 for 3,857.00 shares. Based on historical transaction data and BSV's current price of $78.35, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his BSV holdings is $320,641.62, reflecting a 4.07% gain to date.
RF&L WEALTH MANAGEMENT, LLC BSV ($78.35) Holding Chart
RF&L WEALTH MANAGEMENT, 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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