Number of Shares
45,513.00
Current Holdings Value*
$3.35 Mil
% of Portfolio
5.52%
Total Estimate Gain
$-16,442.98
% of Total Estimate Gain
-0.39%

Charis Legacy Partners, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Charis Legacy Partners, LLC held 45,513.00 shares of Vanguard Total Bond Market ETF(BND), totaling $3.35 Mil. This investment constitutes 5.52% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2024Q4. And since then Charis Legacy Partners, LLC has made 1 purchases of BND, at an average price of $73.07, for a total of 58,298.00 shares. In addition, there have been 1 sales at an average price of $72.57 for 12,785.00 shares. Based on historical transaction data and BND's current price of $72.85, Charis Legacy Partners, LLC's estimated gain on his BND holdings is $-16,442.98, reflecting a -0.39% gain to date.

Charis Legacy Partners, LLC BND ($72.85) Holding Chart

Charis Legacy Partners, LLC BND ($72.85) 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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