Wealth Forward, LLC BSV Holdings History
Wealth Forward, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 138,515.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $10.84 Mil. This investment constitutes 7.72% of their stock portfolio, and Wealth Forward, LLC now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 5 purchases of BSV, at an average price of $76.00, for a total of 138,515.00 shares. Based on historical transaction data and BSV's current price of $78.28, Wealth Forward, LLC's estimated gain on his BSV holdings is $314,981.22, reflecting a 2.99% gain to date.
Wealth Forward, LLC BSV ($78.28) Holding Chart
Wealth Forward, LLC BSV ($78.28) 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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