Windsor Wealth Management, Inc. BSV Holdings History
Windsor Wealth Management, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 223,687.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $16.82 Mil. This investment constitutes 3.08% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.05% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2019Q3. And since then Windsor Wealth Management, Inc. has made 14 purchases of BSV, at an average price of $79.95, for a total of 339,747.00 shares. In addition, there have been 3 sales at an average price of $78.85 for 116,060.00 shares. Based on historical transaction data and BSV's current price of $78.22, Windsor Wealth Management, Inc.'s estimated gain on his BSV holdings is $-513,405.64, reflecting a -1.89% gain to date.
Windsor Wealth Management, Inc. BSV ($78.22) Holding Chart
Windsor Wealth Management, Inc. BSV ($78.22) 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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