AGILIS PARTNERS LLC BND Holdings History

Number of Shares
88,244.00
Current Holdings Value*
$6.35 Mil
% of Portfolio
1.91%
Total Estimate Gain
$883,124.25
% of Total Estimate Gain
2.57%

AGILIS PARTNERS LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2024-12-31, AGILIS PARTNERS LLC held 88,244.00 shares of Vanguard Total Bond Market ETF(BND), totaling $6.35 Mil. This investment constitutes 1.91% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2015Q4. And since then AGILIS PARTNERS LLC has made 9 purchases of BND, at an average price of $78.77, for a total of 435,473.00 shares. In addition, there have been 8 sales at an average price of $82.82 for 347,229.00 shares. Based on historical transaction data and BND's current price of $72.85, AGILIS PARTNERS LLC's estimated gain on his BND holdings is $883,124.25, reflecting a 2.57% gain to date.

AGILIS PARTNERS LLC BND ($72.85) Holding Chart

AGILIS PARTNERS LLC BND ($72.85) 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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