Number of Shares
80,636.00
Current Holdings Value*
$6.35 Mil
% of Portfolio
2.29%
Total Estimate Gain
$-451,023.86
% of Total Estimate Gain
-3.15%

Sandy Cove Advisors, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-06-30, Sandy Cove Advisors, LLC held 80,636.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.35 Mil. This investment constitutes 2.29% of their stock portfolio, and Sandy Cove Advisors, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2021Q4. And since then Sandy Cove Advisors, LLC has made 6 purchases of BSV, at an average price of $79.47, for a total of 180,155.00 shares. In addition, there have been 8 sales at an average price of $75.77 for 99,519.00 shares. Based on historical transaction data and BSV's current price of $78.44, Sandy Cove Advisors, LLC's estimated gain on his BSV holdings is $-451,023.86, reflecting a -3.15% gain to date.

Sandy Cove Advisors, LLC BSV ($78.44) Holding Chart

Sandy Cove Advisors, LLC BSV ($78.44) 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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