Centered Wealth LLC Dba Miller Equity Capital Advisors BND Holdings History
Centered Wealth LLC dba Miller Equity Capital Advisors's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held 3,160.00 shares of Vanguard Total Bond Market ETF(BND), totaling $232,100.00. This investment constitutes 16.04% of their stock portfolio, and Centered Wealth LLC dba Miller Equity Capital Advisors now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 11 purchases of BND, at an average price of $74.67, for a total of 159,267.00 shares. In addition, there have been 4 sales at an average price of $72.82 for 156,107.00 shares. Based on historical transaction data and BND's current price of $72.71, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his BND holdings is $-296,445.14, reflecting a -2.49% gain to date.
Centered Wealth LLC dba Miller Equity Capital Advisors BND ($72.71) Holding Chart
Centered Wealth LLC dba Miller Equity Capital Advisors BND ($72.71) 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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