SWM Advisors BSV Holdings History
SWM Advisors's Vanguard Short-Term Bond ETF Holding Summary
As of 2022-09-30, SWM Advisors held 85,668.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.41 Mil. This investment constitutes 6.04% of their stock portfolio, and SWM Advisors now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2021Q4. And since then SWM Advisors has made 1 purchases of BSV, at an average price of $80.81, for a total of 114,073.00 shares. In addition, there have been 2 sales at an average price of $79.00 for 28,405.00 shares. Based on historical transaction data and BSV's current price of $78.35, SWM Advisors's estimated gain on his BSV holdings is $-262,092.17, reflecting a -2.84% gain to date.
SWM Advisors BSV ($78.35) Holding Chart
SWM Advisors 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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