Apella Capital, LLC BND Holdings History

Number of Shares
1.53 Mil
Current Holdings Value*
$111.77 Mil
% of Portfolio
3.03%
Total Estimate Gain
$-5.28 Mil
% of Total Estimate Gain
-4.15%

Apella Capital, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Apella Capital, LLC held 1.53 Mil shares of Vanguard Total Bond Market ETF(BND), totaling $111.77 Mil. This investment constitutes 3.03% of their stock portfolio, and Apella Capital, LLC now holds 0.09% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2020Q1. And since then Apella Capital, LLC has made 17 purchases of BND, at an average price of $76.86, for a total of 1.65 Mil shares. In addition, there have been 3 sales at an average price of $83.02 for 119,029.00 shares. Based on historical transaction data and BND's current price of $72.94, Apella Capital, LLC's estimated gain on his BND holdings is $-5.28 Mil, reflecting a -4.15% gain to date.

Apella Capital, LLC BND ($72.94) Holding Chart

Apella Capital, LLC BND ($72.94) 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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