Number of Shares
46,762.00
Current Holdings Value*
$3.43 Mil
% of Portfolio
1.85%
Total Estimate Gain
$35,298.07
% of Total Estimate Gain
1.05%

AMERICAN FINANCIAL & TAX STRATEGIES INC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 46,762.00 shares of Vanguard Total Bond Market ETF(BND), totaling $3.43 Mil. This investment constitutes 1.85% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 4 purchases of BND, at an average price of $71.96, for a total of 46,762.00 shares. Based on historical transaction data and BND's current price of $72.72, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his BND holdings is $35,298.07, reflecting a 1.05% gain to date.

AMERICAN FINANCIAL & TAX STRATEGIES INC BND ($72.72) Holding Chart

AMERICAN FINANCIAL & TAX STRATEGIES INC 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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