Beacon Harbor Wealth Advisors, Inc. BND Holdings History
Beacon Harbor Wealth Advisors, Inc.'s Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held 353,371.00 shares of Vanguard Total Bond Market ETF(BND), totaling $25.96 Mil. This investment constitutes 6.03% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2019Q2. And since then Beacon Harbor Wealth Advisors, Inc. has made 20 purchases of BND, at an average price of $75.14, for a total of 580,014.00 shares. In addition, there have been 2 sales at an average price of $70.89 for 226,643.00 shares. Based on historical transaction data and BND's current price of $72.85, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his BND holdings is $-1.77 Mil, reflecting a -4.06% gain to date.
Beacon Harbor Wealth Advisors, Inc. BND ($72.85) Holding Chart
Beacon Harbor Wealth Advisors, Inc. 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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