Tobias Financial Advisors, Inc. BSV Holdings History
Tobias Financial Advisors, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 444,052.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $34.76 Mil. This investment constitutes 6.75% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.1% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q2. And since then Tobias Financial Advisors, Inc. has made 8 purchases of BSV, at an average price of $76.41, for a total of 1.09 Mil shares. In addition, there have been 4 sales at an average price of $75.70 for 647,931.00 shares. Based on historical transaction data and BSV's current price of $78.35, Tobias Financial Advisors, Inc.'s estimated gain on his BSV holdings is $399,806.09, reflecting a 0.48% gain to date.
Tobias Financial Advisors, Inc. BSV ($78.35) Holding Chart
Tobias Financial Advisors, 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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