Trajan Wealth LLC BSV Holdings History
Trajan Wealth LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Trajan Wealth LLC held 351,061.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $27.48 Mil. This investment constitutes 1.5% of their stock portfolio, and Trajan Wealth LLC now holds 0.08% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 4 purchases of BSV, at an average price of $77.15, for a total of 351,061.00 shares. Based on historical transaction data and BSV's current price of $78.35, Trajan Wealth LLC's estimated gain on his BSV holdings is $419,563.99, reflecting a 1.55% gain to date.
Trajan Wealth LLC BSV ($78.35) Holding Chart
Trajan 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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