Stephenson & Company, Inc. BSV Holdings History
Stephenson & Company, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Stephenson & Company, Inc. held 199,588.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $15.62 Mil. This investment constitutes 10.15% of their stock portfolio, and Stephenson & Company, Inc. now holds 0.05% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2023Q4. And since then Stephenson & Company, Inc. has made 5 purchases of BSV, at an average price of $76.03, for a total of 199,588.00 shares. Based on historical transaction data and BSV's current price of $78.22, Stephenson & Company, Inc.'s estimated gain on his BSV holdings is $437,268.48, reflecting a 2.88% gain to date.
Stephenson & Company, Inc. BSV ($78.22) Holding Chart
Stephenson & Company, Inc. BSV ($78.22) 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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