Number of Shares
38,842.00
Current Holdings Value*
$3.04 Mil
% of Portfolio
3.71%
Total Estimate Gain
$120,581.53
% of Total Estimate Gain
3.73%

Red Mountain Financial, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Red Mountain Financial, LLC held 38,842.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $3.04 Mil. This investment constitutes 3.71% of their stock portfolio, and Red Mountain Financial, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 1 purchases of BSV, at an average price of $75.71, for a total of 42,721.00 shares. In addition, there have been 3 sales at an average price of $77.48 for 3,879.00 shares. Based on historical transaction data and BSV's current price of $78.64, Red Mountain Financial, LLC's estimated gain on his BSV holdings is $120,581.53, reflecting a 3.73% gain to date.

Red Mountain Financial, LLC BSV ($78.64) Holding Chart

Red Mountain Financial, 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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