Number of Shares
723,915.00
Current Holdings Value*
$53.17 Mil
% of Portfolio
15.74%
Total Estimate Gain
$105,132.05
% of Total Estimate Gain
0.20%

AllGen Financial Advisors, Inc.'s Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, AllGen Financial Advisors, Inc. held 723,915.00 shares of Vanguard Total Bond Market ETF(BND), totaling $53.17 Mil. This investment constitutes 15.74% of their stock portfolio, and AllGen Financial Advisors, Inc. now holds 0.04% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q4. And since then AllGen Financial Advisors, Inc. has made 5 purchases of BND, at an average price of $72.88, for a total of 730,421.00 shares. In addition, there have been 1 sales at an average price of $72.83 for 6,506.00 shares. Based on historical transaction data and BND's current price of $73.03, AllGen Financial Advisors, Inc.'s estimated gain on his BND holdings is $105,132.05, reflecting a 0.20% gain to date.

AllGen Financial Advisors, Inc. BND ($73.03) Holding Chart

AllGen Financial Advisors, Inc. BND ($73.03) 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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