TRIAD FINANCIAL ADVISORS, INC. BSV Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 161,076.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $12.11 Mil. This investment constitutes 4.35% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q3. And since then TRIAD FINANCIAL ADVISORS, INC. has made 5 purchases of BSV, at an average price of $74.86, for a total of 161,076.00 shares. Based on historical transaction data and BSV's current price of $78.22, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his BSV holdings is $541,353.61, reflecting a 4.49% gain to date.
TRIAD FINANCIAL ADVISORS, INC. BSV ($78.22) Holding Chart
TRIAD FINANCIAL ADVISORS, 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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