Somnio Financial Group, LLC BSV Holdings History
Somnio Financial Group, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2024-12-31, Somnio Financial Group, LLC held 51,198.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $3.96 Mil. This investment constitutes 3.16% of their stock portfolio, and Somnio Financial Group, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q2. And since then Somnio Financial Group, LLC has made 2 purchases of BSV, at an average price of $76.42, for a total of 51,198.00 shares. Based on historical transaction data and BSV's current price of $78.27, Somnio Financial Group, LLC's estimated gain on his BSV holdings is $94,732.67, reflecting a 2.42% gain to date.
Somnio Financial Group, LLC BSV ($78.27) Holding Chart
Somnio Financial Group, LLC BSV ($78.27) 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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