Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-164,908.13
% of Total Estimate Gain
-1.30%

SOUNDMARK WEALTH MANAGEMENT, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of Vanguard Short-Term Bond ETF(BSV), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2020Q4. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 10 purchases of BSV, at an average price of $78.31, for a total of 161,556.00 shares. In addition, there have been 4 sales at an average price of $77.29 for 161,556.00 shares. Based on historical transaction data and BSV's current price of $78.35, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his BSV holdings is $-164,908.13, reflecting a -1.30% gain to date.

SOUNDMARK WEALTH MANAGEMENT, LLC BSV ($78.35) Holding Chart

SOUNDMARK 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 %

Top Ranked Articles

  • 1