Apriem Advisors BND Holdings History
Apriem Advisors's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Apriem Advisors held 784,719.00 shares of Vanguard Total Bond Market ETF(BND), totaling $57.64 Mil. This investment constitutes 6.75% of their stock portfolio, and Apriem Advisors now holds 0.04% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2014Q1. And since then Apriem Advisors has made 11 purchases of BND, at an average price of $71.90, for a total of 786,844.00 shares. In addition, there have been 4 sales at an average price of $81.79 for 2,125.00 shares. Based on historical transaction data and BND's current price of $72.85, Apriem Advisors's estimated gain on his BND holdings is $766,941.49, reflecting a 1.36% gain to date.
Apriem Advisors BND ($72.85) Holding Chart
Apriem Advisors BND ($72.85) 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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