Wechter Feldman Wealth Management, Inc. BSV Holdings History
Wechter Feldman Wealth Management, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2021-06-30, Wechter Feldman Wealth Management, Inc. held 226,097.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $18.58 Mil. This investment constitutes 13% of their stock portfolio, and Wechter Feldman Wealth Management, Inc. now holds 0.05% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then Wechter Feldman Wealth Management, Inc. has made 3 purchases of BSV, at an average price of $82.04, for a total of 226,097.00 shares. Based on historical transaction data and BSV's current price of $78.27, Wechter Feldman Wealth Management, Inc.'s estimated gain on his BSV holdings is $-852,933.78, reflecting a -4.60% gain to date.
Wechter Feldman Wealth Management, Inc. BSV ($78.27) Holding Chart
Wechter Feldman Wealth Management, Inc. BSV ($78.27) 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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