Number of Shares
215,422.00
Current Holdings Value*
$15.86 Mil
% of Portfolio
8.24%
Total Estimate Gain
$-2.58 Mil
% of Total Estimate Gain
-13.27%

FOCUS Wealth Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, FOCUS Wealth Advisors, LLC held 215,422.00 shares of Vanguard Total Bond Market ETF(BND), totaling $15.86 Mil. This investment constitutes 8.24% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2020Q4. And since then FOCUS Wealth Advisors, LLC has made 11 purchases of BND, at an average price of $84.44, for a total of 229,907.00 shares. In addition, there have been 7 sales at an average price of $74.10 for 14,485.00 shares. Based on historical transaction data and BND's current price of $73.18, FOCUS Wealth Advisors, LLC's estimated gain on his BND holdings is $-2.58 Mil, reflecting a -13.27% gain to date.

FOCUS Wealth Advisors, LLC BND ($73.18) Holding Chart

FOCUS Wealth Advisors, LLC BND ($73.18) 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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