Number of Shares
75,675.00
Current Holdings Value*
$5.85 Mil
% of Portfolio
1.42%
Total Estimate Gain
$98,646.36
% of Total Estimate Gain
1.69%

SignalPoint Asset Management, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2024-12-31, SignalPoint Asset Management, LLC held 75,675.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $5.85 Mil. This investment constitutes 1.42% of their stock portfolio, and SignalPoint Asset Management, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2024Q1. And since then SignalPoint Asset Management, LLC has made 4 purchases of BSV, at an average price of $77.10, for a total of 75,675.00 shares. Based on historical transaction data and BSV's current price of $78.40, SignalPoint Asset Management, LLC's estimated gain on his BSV holdings is $98,646.36, reflecting a 1.69% gain to date.

SignalPoint Asset Management, LLC BSV ($78.40) Holding Chart

SignalPoint Asset Management, LLC BSV ($78.40) 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