Capstone Wealth Management, LLC BND Holdings History
Number of Shares
3,432.00
Current Holdings Value*
$252,080.00
% of Portfolio
0.25%
Total Estimate Gain
$926.64
% of Total Estimate Gain
0.37%
Capstone Wealth Management, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 3,432.00 shares of Vanguard Total Bond Market ETF(BND), totaling $252,080.00. This investment constitutes 0.25% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2025Q1. And since then Capstone Wealth Management, LLC has made 1 purchases of BND, at an average price of $72.57, for a total of 3,432.00 shares. Based on historical transaction data and BND's current price of $72.84, Capstone Wealth Management, LLC's estimated gain on his BND holdings is $926.64, reflecting a 0.37% gain to date.
Capstone Wealth Management, LLC BND ($72.84) Holding Chart
Capstone Wealth Management, LLC BND ($72.84) 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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