Number of Shares
337,903.00
Current Holdings Value*
$24.88 Mil
% of Portfolio
7.34%
Total Estimate Gain
$390,182.77
% of Total Estimate Gain
1.14%

Carr Financial Group Corp's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Carr Financial Group Corp held 337,903.00 shares of Vanguard Total Bond Market ETF(BND), totaling $24.88 Mil. This investment constitutes 7.34% of their stock portfolio, and Carr Financial Group Corp now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q4. And since then Carr Financial Group Corp has made 8 purchases of BND, at an average price of $71.97, for a total of 477,666.00 shares. In addition, there have been 2 sales at an average price of $72.92 for 139,763.00 shares. Based on historical transaction data and BND's current price of $72.73, Carr Financial Group Corp's estimated gain on his BND holdings is $390,182.77, reflecting a 1.14% gain to date.

Carr Financial Group Corp BND ($72.73) Holding Chart

Carr Financial Group Corp BND ($72.73) 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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