Number of Shares
299,776.00
Current Holdings Value*
$22.07 Mil
% of Portfolio
10.86%
Total Estimate Gain
$-1.15 Mil
% of Total Estimate Gain
-5.00%

Aletheian Wealth Advisors LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Aletheian Wealth Advisors LLC held 299,776.00 shares of Vanguard Total Bond Market ETF(BND), totaling $22.07 Mil. This investment constitutes 10.86% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 14 purchases of BND, at an average price of $76.64, for a total of 299,776.00 shares. Based on historical transaction data and BND's current price of $72.81, Aletheian Wealth Advisors LLC's estimated gain on his BND holdings is $-1.15 Mil, reflecting a -5.00% gain to date.

Aletheian Wealth Advisors LLC BND ($72.81) Holding Chart

Aletheian Wealth Advisors LLC BND ($72.81) 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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