Sequoia Financial Advisors, LLC BSV Holdings History
Sequoia Financial Advisors, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Sequoia Financial Advisors, LLC held 2.56 Mil shares of Vanguard Short-Term Bond ETF(BSV), totaling $200.24 Mil. This investment constitutes 1.55% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 0.6% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2018Q2. And since then Sequoia Financial Advisors, LLC has made 13 purchases of BSV, at an average price of $77.66, for a total of 2.59 Mil shares. In addition, there have been 12 sales at an average price of $78.38 for 29,986.00 shares. Based on historical transaction data and BSV's current price of $78.35, Sequoia Financial Advisors, LLC's estimated gain on his BSV holdings is $1.79 Mil, reflecting a 0.89% gain to date.
Sequoia Financial Advisors, LLC BSV ($78.35) Holding Chart
Sequoia Financial Advisors, 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 % | |||
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