Spectrum Planning & Advisory Services Inc. BRTR Holdings History
Spectrum Planning & Advisory Services Inc.'s Vanguard Core Bond ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 110,089.00 shares of Vanguard Core Bond ETF(BRTR), totaling $5.54 Mil. This investment constitutes 4.61% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 2.82% of the outstanding Vanguard Core Bond ETF(BRTR) stock.
The initial trade took place in 2025Q1. And since then Spectrum Planning & Advisory Services Inc. has made 1 purchases of BRTR, at an average price of $49.82, for a total of 110,089.00 shares. Based on historical transaction data and BRTR's current price of $50.14, Spectrum Planning & Advisory Services Inc.'s estimated gain on his BRTR holdings is $35,052.34, reflecting a 0.64% gain to date.
Spectrum Planning & Advisory Services Inc. BRTR ($50.14) Holding Chart
Spectrum Planning & Advisory Services Inc. BRTR ($50.14) 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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