Bogart Wealth, LLC BND Holdings History
Bogart Wealth, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 1.47 Mil shares of Vanguard Total Bond Market ETF(BND), totaling $108.10 Mil. This investment constitutes 5.1% of their stock portfolio, and Bogart Wealth, LLC now holds 0.08% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2018Q2. And since then Bogart Wealth, LLC has made 21 purchases of BND, at an average price of $77.15, for a total of 2.03 Mil shares. In addition, there have been 5 sales at an average price of $79.36 for 556,222.00 shares. Based on historical transaction data and BND's current price of $73.06, Bogart Wealth, LLC's estimated gain on his BND holdings is $-4.78 Mil, reflecting a -3.06% gain to date.
Bogart Wealth, LLC BND ($73.06) Holding Chart
Bogart Wealth, LLC BND ($73.06) 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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