Number of Shares
138,798.00
Current Holdings Value*
$10.87 Mil
% of Portfolio
6.09%
Total Estimate Gain
$457,595.61
% of Total Estimate Gain
4.28%

Vawter Financial, Ltd.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Vawter Financial, Ltd. held 138,798.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $10.87 Mil. This investment constitutes 6.09% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2022Q4. And since then Vawter Financial, Ltd. has made 8 purchases of BSV, at an average price of $75.12, for a total of 142,423.00 shares. In addition, there have been 1 sales at an average price of $75.70 for 3,625.00 shares. Based on historical transaction data and BSV's current price of $78.40, Vawter Financial, Ltd.'s estimated gain on his BSV holdings is $457,595.61, reflecting a 4.28% gain to date.

Vawter Financial, Ltd. BSV ($78.40) Holding Chart

Vawter Financial, Ltd. BSV ($78.40) 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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