Sovereign Financial Group, Inc. BSV Holdings History
Sovereign Financial Group, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Sovereign Financial Group, Inc. held 117,054.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $9.16 Mil. This investment constitutes 2.11% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then Sovereign Financial Group, Inc. has made 12 purchases of BSV, at an average price of $78.84, for a total of 144,251.00 shares. In addition, there have been 4 sales at an average price of $75.69 for 27,197.00 shares. Based on historical transaction data and BSV's current price of $78.35, Sovereign Financial Group, Inc.'s estimated gain on his BSV holdings is $-142,731.53, reflecting a -1.26% gain to date.
Sovereign Financial Group, Inc. BSV ($78.35) Holding Chart
Sovereign Financial Group, Inc. 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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