Number of Shares
93,593.00
Current Holdings Value*
$7.21 Mil
% of Portfolio
0.2%
Total Estimate Gain
$462,889.19
% of Total Estimate Gain
0.67%

Simplicity Solutions, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2023-12-31, Simplicity Solutions, LLC held 93,593.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $7.21 Mil. This investment constitutes 0.2% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2015Q4. And since then Simplicity Solutions, LLC has made 12 purchases of BSV, at an average price of $78.05, for a total of 880,674.00 shares. In addition, there have been 12 sales at an average price of $78.61 for 787,081.00 shares. Based on historical transaction data and BSV's current price of $78.23, Simplicity Solutions, LLC's estimated gain on his BSV holdings is $462,889.19, reflecting a 0.67% gain to date.

Simplicity Solutions, LLC BSV ($78.23) Holding Chart

Simplicity Solutions, LLC BSV ($78.23) 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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