Retirement Wealth Solutions LLC BSV Holdings History
Retirement Wealth Solutions LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 68,179.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $5.37 Mil. This investment constitutes 3.92% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 1 purchases of BSV, at an average price of $77.60, for a total of 70,452.00 shares. In addition, there have been 1 sales at an average price of $78.19 for 2,273.00 shares. Based on historical transaction data and BSV's current price of $78.40, Retirement Wealth Solutions LLC's estimated gain on his BSV holdings is $55,781.97, reflecting a 1.02% gain to date.
Retirement Wealth Solutions LLC BSV ($78.40) Holding Chart
Retirement Wealth Solutions LLC 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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