Wingate Wealth Advisors, Inc. BSV Holdings History
Wingate Wealth Advisors, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held - shares of Vanguard Short-Term Bond ETF(BSV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $77.63 for 16,112.00 shares. Based on historical transaction data and BSV's current price of $78.35, Wingate Wealth Advisors, Inc.'s estimated gain on his BSV holdings is $483.36, reflecting a 0.04% gain to date.
Wingate Wealth Advisors, Inc. BSV ($78.35) Holding Chart
Wingate Wealth Advisors, Inc. BSV ($78.35) 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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