SWP FINANCIAL LLC BRTR Holdings History
SWP FINANCIAL LLC's Vanguard Core Bond ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 126,196.00 shares of Vanguard Core Bond ETF(BRTR), totaling $6.36 Mil. This investment constitutes 3.88% of their stock portfolio, and SWP FINANCIAL LLC now holds 3.24% of the outstanding Vanguard Core Bond ETF(BRTR) stock.
The initial trade took place in 2024Q4. And since then SWP FINANCIAL LLC has made 2 purchases of BRTR, at an average price of $50.49, for a total of 126,196.00 shares. Based on historical transaction data and BRTR's current price of $50.24, SWP FINANCIAL LLC's estimated gain on his BRTR holdings is $-30,865.92, reflecting a -0.48% gain to date.
SWP FINANCIAL LLC BRTR ($50.24) Holding Chart
SWP FINANCIAL LLC BRTR ($50.24) 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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