Tumwater Wealth Management, LLC BSV Holdings History
Tumwater Wealth Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 8,240.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $645,030.00. This investment constitutes 0.34% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $77.63 for 4,486.00 shares. Based on historical transaction data and BSV's current price of $78.49, Tumwater Wealth Management, LLC's estimated gain on his BSV holdings is $7,435.22, reflecting a 0.75% gain to date.
Tumwater Wealth Management, LLC BSV ($78.49) Holding Chart
Tumwater Wealth Management, LLC BSV ($78.49) 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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