Apriem Advisors BND Holdings History

Number of Shares
784,719.00
Current Holdings Value*
$57.64 Mil
% of Portfolio
6.75%
Total Estimate Gain
$766,941.49
% of Total Estimate Gain
1.36%

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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