Capstone Financial Advisors, Inc. BND Holdings History
Capstone Financial Advisors, Inc.'s Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 1.69 Mil shares of Vanguard Total Bond Market ETF(BND), totaling $123.88 Mil. This investment constitutes 7.77% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0.1% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2018Q2. And since then Capstone Financial Advisors, Inc. has made 25 purchases of BND, at an average price of $78.81, for a total of 2.21 Mil shares. In addition, there have been 3 sales at an average price of $76.86 for 524,334.00 shares. Based on historical transaction data and BND's current price of $72.98, Capstone Financial Advisors, Inc.'s estimated gain on his BND holdings is $-10.86 Mil, reflecting a -6.23% gain to date.
Capstone Financial Advisors, Inc. BND ($72.98) Holding Chart
Capstone Financial Advisors, Inc. BND ($72.98) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
