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 % |
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