Certus Wealth Management, LLC BND Holdings History
Certus Wealth Management, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 129,247.00 shares of Vanguard Total Bond Market ETF(BND), totaling $9.35 Mil. This investment constitutes 6.35% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 3 purchases of BND, at an average price of $72.89, for a total of 198,820.00 shares. In addition, there have been 4 sales at an average price of $72.02 for 69,573.00 shares. Based on historical transaction data and BND's current price of $73.10, Certus Wealth Management, LLC's estimated gain on his BND holdings is $-35,201.40, reflecting a -0.24% gain to date.
Certus Wealth Management, LLC BND ($73.10) Holding Chart
Certus Wealth Management, LLC BND ($73.10) 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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