Number of Shares
244,475.00
Current Holdings Value*
$19.14 Mil
% of Portfolio
4.57%
Total Estimate Gain
$630,925.56
% of Total Estimate Gain
3.18%

Wealth Dimensions Group, Ltd.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Wealth Dimensions Group, Ltd. held 244,475.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $19.14 Mil. This investment constitutes 4.57% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.06% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2020Q4. And since then Wealth Dimensions Group, Ltd. has made 6 purchases of BSV, at an average price of $75.69, for a total of 262,317.00 shares. In addition, there have been 9 sales at an average price of $76.14 for 17,842.00 shares. Based on historical transaction data and BSV's current price of $78.24, Wealth Dimensions Group, Ltd.'s estimated gain on his BSV holdings is $630,925.56, reflecting a 3.18% gain to date.

Wealth Dimensions Group, Ltd. BSV ($78.24) Holding Chart

Wealth Dimensions Group, Ltd. BSV ($78.24) 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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