WETZEL INVESTMENT ADVISORS, INC. BRTR Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s Vanguard Core Bond ETF Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 187,580.00 shares of Vanguard Core Bond ETF(BRTR), totaling $9.48 Mil. This investment constitutes 4.33% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 3.79% of the outstanding Vanguard Core Bond ETF(BRTR) stock.
The initial trade took place in 2025Q2. And since then WETZEL INVESTMENT ADVISORS, INC. has made 1 purchases of BRTR, at an average price of $49.73, for a total of 187,580.00 shares. Based on historical transaction data and BRTR's current price of $50.09, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his BRTR holdings is $67,528.80, reflecting a 0.72% gain to date.
WETZEL INVESTMENT ADVISORS, INC. BRTR ($50.09) Holding Chart
WETZEL INVESTMENT ADVISORS, INC. BRTR ($50.09) 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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