CONSILIO WEALTH ADVISORS, LLC BND Holdings History
CONSILIO WEALTH ADVISORS, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 63,845.00 shares of Vanguard Total Bond Market ETF(BND), totaling $4.69 Mil. This investment constitutes 1.96% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2021Q4. And since then CONSILIO WEALTH ADVISORS, LLC has made 12 purchases of BND, at an average price of $78.64, for a total of 69,074.00 shares. In addition, there have been 1 sales at an average price of $81.21 for 5,229.00 shares. Based on historical transaction data and BND's current price of $73.34, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his BND holdings is $-325,163.48, reflecting a -5.99% gain to date.
CONSILIO WEALTH ADVISORS, LLC BND ($73.34) Holding Chart
CONSILIO WEALTH ADVISORS, LLC BND ($73.34) 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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