Sunesis Advisors, LLC BSV Holdings History

Number of Shares
85,215.00
Current Holdings Value*
$6.67 Mil
% of Portfolio
3.62%
Total Estimate Gain
$192,498.81
% of Total Estimate Gain
2.96%

Sunesis Advisors, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Sunesis Advisors, LLC held 85,215.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.67 Mil. This investment constitutes 3.62% of their stock portfolio, and Sunesis Advisors, LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2023Q4. And since then Sunesis Advisors, LLC has made 6 purchases of BSV, at an average price of $76.24, for a total of 85,215.00 shares. Based on historical transaction data and BSV's current price of $78.50, Sunesis Advisors, LLC's estimated gain on his BSV holdings is $192,498.81, reflecting a 2.96% gain to date.

Sunesis Advisors, LLC BSV ($78.50) Holding Chart

Sunesis Advisors, LLC BSV ($78.50) 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 %

Top Ranked Articles

  • 1