Number of Shares
51,198.00
Current Holdings Value*
$3.96 Mil
% of Portfolio
3.16%
Total Estimate Gain
$94,732.67
% of Total Estimate Gain
2.42%

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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