Trellis Wealth Advisors LLC BSV Holdings History
Trellis Wealth Advisors LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 170,747.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $13.37 Mil. This investment constitutes 6.49% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 8 purchases of BSV, at an average price of $75.60, for a total of 170,747.00 shares. Based on historical transaction data and BSV's current price of $78.23, Trellis Wealth Advisors LLC's estimated gain on his BSV holdings is $448,256.18, reflecting a 3.47% gain to date.
Trellis Wealth Advisors LLC BSV ($78.23) Holding Chart
Trellis Wealth Advisors LLC BSV ($78.23) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
