Resource Planning Group BSV Holdings History
Resource Planning Group's Vanguard Short-Term Bond ETF Holding Summary
As of 2023-12-31, Resource Planning Group held 207,901.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $16.01 Mil. This investment constitutes 10.18% of their stock portfolio, and Resource Planning Group now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q2. And since then Resource Planning Group has made 13 purchases of BSV, at an average price of $76.73, for a total of 282,170.00 shares. In addition, there have been 6 sales at an average price of $75.29 for 74,269.00 shares. Based on historical transaction data and BSV's current price of $78.40, Resource Planning Group's estimated gain on his BSV holdings is $239,725.27, reflecting a 1.11% gain to date.
Resource Planning Group BSV ($78.40) Holding Chart
Resource Planning Group BSV ($78.40) 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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