Sterling Financial Planning, Inc. BSV Holdings History
Sterling Financial Planning, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 47,328.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $3.70 Mil. This investment constitutes 1.34% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 14 purchases of BSV, at an average price of $76.61, for a total of 58,767.00 shares. In addition, there have been 3 sales at an average price of $77.50 for 11,439.00 shares. Based on historical transaction data and BSV's current price of $78.35, Sterling Financial Planning, Inc.'s estimated gain on his BSV holdings is $92,728.75, reflecting a 2.06% gain to date.
Sterling Financial Planning, Inc. BSV ($78.35) Holding Chart
Sterling Financial Planning, 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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