Brio Consultants, LLC BND Holdings History

Number of Shares
781,702.00
Current Holdings Value*
$57.42 Mil
% of Portfolio
9.02%
Total Estimate Gain
$-767,214.57
% of Total Estimate Gain
-1.22%

Brio Consultants, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Brio Consultants, LLC held 781,702.00 shares of Vanguard Total Bond Market ETF(BND), totaling $57.42 Mil. This investment constitutes 9.02% of their stock portfolio, and Brio Consultants, LLC now holds 0.05% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2018Q4. And since then Brio Consultants, LLC has made 11 purchases of BND, at an average price of $74.27, for a total of 846,027.00 shares. In addition, there have been 4 sales at an average price of $77.09 for 64,325.00 shares. Based on historical transaction data and BND's current price of $73.06, Brio Consultants, LLC's estimated gain on his BND holdings is $-767,214.57, reflecting a -1.22% gain to date.

Brio Consultants, LLC BND ($73.06) Holding Chart

Brio Consultants, 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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