Stone Summit Wealth LLC BSV Holdings History
Stone Summit Wealth LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Stone Summit Wealth LLC held 85,755.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.75 Mil. This investment constitutes 2.09% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 10 purchases of BSV, at an average price of $78.04, for a total of 89,218.00 shares. In addition, there have been 4 sales at an average price of $76.59 for 3,463.00 shares. Based on historical transaction data and BSV's current price of $78.35, Stone Summit Wealth LLC's estimated gain on his BSV holdings is $21,851.61, reflecting a 0.31% gain to date.
Stone Summit Wealth LLC BSV ($78.35) Holding Chart
Stone Summit Wealth LLC 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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