Dynamic Wealth Strategies, LLC BND Holdings History
Dynamic Wealth Strategies, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 121,434.00 shares of Vanguard Total Bond Market ETF(BND), totaling $8.92 Mil. This investment constitutes 7.42% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 4 purchases of BND, at an average price of $70.85, for a total of 121,478.00 shares. In addition, there have been 1 sales at an average price of $71.62 for 44.00 shares. Based on historical transaction data and BND's current price of $72.71, Dynamic Wealth Strategies, LLC's estimated gain on his BND holdings is $226,475.08, reflecting a 2.63% gain to date.
Dynamic Wealth Strategies, LLC BND ($72.71) Holding Chart
Dynamic Wealth Strategies, LLC 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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