Number of Shares
137,301.00
Current Holdings Value*
$10.03 Mil
% of Portfolio
33.91%
Total Estimate Gain
$-1.49 Mil
% of Total Estimate Gain
-8.45%

2060 Preservation Blend Portfolio's Vanguard Total Bond Market ETF Holding Summary

As of 2023-05-31, 2060 Preservation Blend Portfolio held 137,301.00 shares of Vanguard Total Bond Market ETF(BND), totaling $10.03 Mil. This investment constitutes 33.91% of their stock portfolio, and 2060 Preservation Blend Portfolio now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2019Q4. And since then 2060 Preservation Blend Portfolio has made 10 purchases of BND, at an average price of $80.41, for a total of 219,397.00 shares. In addition, there have been 3 sales at an average price of $74.99 for 82,096.00 shares. Based on historical transaction data and BND's current price of $72.80, 2060 Preservation Blend Portfolio's estimated gain on his BND holdings is $-1.49 Mil, reflecting a -8.45% gain to date.

2060 Preservation Blend Portfolio BND ($72.80) Holding Chart

2060 Preservation Blend Portfolio BND ($72.80) 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 %

Top Ranked Articles

  • 1