Wiser Wealth Management, Inc BSV Holdings History
Wiser Wealth Management, Inc's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 198,314.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $15.52 Mil. This investment constitutes 4.36% of their stock portfolio, and Wiser 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 Wiser Wealth Management, Inc has made 12 purchases of BSV, at an average price of $80.52, for a total of 468,910.00 shares. In addition, there have been 5 sales at an average price of $76.71 for 270,596.00 shares. Based on historical transaction data and BSV's current price of $78.16, Wiser Wealth Management, Inc's estimated gain on his BSV holdings is $-1.50 Mil, reflecting a -3.97% gain to date.
Wiser Wealth Management, Inc BSV ($78.16) Holding Chart
Wiser Wealth Management, Inc BSV ($78.16) 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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