Wilkins Miller Wealth Management, LLC BSV Holdings History
Wilkins Miller Wealth Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 18,981.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $1.49 Mil. This investment constitutes 1.12% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of BSV, at an average price of $77.62, for a total of 18,981.00 shares. Based on historical transaction data and BSV's current price of $78.50, Wilkins Miller Wealth Management, LLC's estimated gain on his BSV holdings is $16,634.37, reflecting a 1.13% gain to date.
Wilkins Miller Wealth Management, LLC BSV ($78.50) Holding Chart
Wilkins Miller Wealth Management, LLC BSV ($78.50) 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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