Number of Shares
99,417.00
Current Holdings Value*
$7.78 Mil
% of Portfolio
4.92%
Total Estimate Gain
$-1.48 Mil
% of Total Estimate Gain
-2.04%

Tranquilli Financial Advisor LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Tranquilli Financial Advisor LLC held 99,417.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $7.78 Mil. This investment constitutes 4.92% of their stock portfolio, and Tranquilli Financial Advisor LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2020Q4. And since then Tranquilli Financial Advisor LLC has made 9 purchases of BSV, at an average price of $77.45, for a total of 936,991.00 shares. In addition, there have been 5 sales at an average price of $75.58 for 837,574.00 shares. Based on historical transaction data and BSV's current price of $78.35, Tranquilli Financial Advisor LLC's estimated gain on his BSV holdings is $-1.48 Mil, reflecting a -2.04% gain to date.

Tranquilli Financial Advisor LLC BSV ($78.35) Holding Chart

Tranquilli Financial Advisor 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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