Number of Shares
326,406.00
Current Holdings Value*
$24.03 Mil
% of Portfolio
3.85%
Total Estimate Gain
$-1.08 Mil
% of Total Estimate Gain
-3.82%

Baron Silver Stevens Financial Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 326,406.00 shares of Vanguard Total Bond Market ETF(BND), totaling $24.03 Mil. This investment constitutes 3.85% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 14 purchases of BND, at an average price of $76.67, for a total of 369,276.00 shares. In addition, there have been 4 sales at an average price of $78.06 for 42,870.00 shares. Based on historical transaction data and BND's current price of $73.18, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his BND holdings is $-1.08 Mil, reflecting a -3.82% gain to date.

Baron Silver Stevens Financial Advisors, LLC BND ($73.18) Holding Chart

Baron Silver Stevens Financial Advisors, LLC BND ($73.18) 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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