Number of Shares
517,396.00
Current Holdings Value*
$38.00 Mil
% of Portfolio
8.69%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
2.39%

ALM First Financial Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, ALM First Financial Advisors, LLC held 517,396.00 shares of Vanguard Total Bond Market ETF(BND), totaling $38.00 Mil. This investment constitutes 8.69% of their stock portfolio, and ALM First Financial Advisors, LLC now holds 0.03% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q4. And since then ALM First Financial Advisors, LLC has made 2 purchases of BND, at an average price of $71.53, for a total of 865,657.00 shares. In addition, there have been 1 sales at an average price of $74.00 for 348,261.00 shares. Based on historical transaction data and BND's current price of $72.72, ALM First Financial Advisors, LLC's estimated gain on his BND holdings is $1.48 Mil, reflecting a 2.39% gain to date.

ALM First Financial Advisors, LLC BND ($72.72) Holding Chart

ALM First Financial Advisors, LLC BND ($72.72) 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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