Number of Shares
63,845.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
1.96%
Total Estimate Gain
$-325,163.48
% of Total Estimate Gain
-5.99%

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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