Farrell Financial LLC BND Holdings History

Number of Shares
74,929.00
Current Holdings Value*
$5.50 Mil
% of Portfolio
4.01%
Total Estimate Gain
$151,540.05
% of Total Estimate Gain
2.82%

Farrell Financial LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Farrell Financial LLC held 74,929.00 shares of Vanguard Total Bond Market ETF(BND), totaling $5.50 Mil. This investment constitutes 4.01% of their stock portfolio, and Farrell Financial LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2023Q4. And since then Farrell Financial LLC has made 2 purchases of BND, at an average price of $71.22, for a total of 75,353.00 shares. In addition, there have been 1 sales at an average price of $73.08 for 424.00 shares. Based on historical transaction data and BND's current price of $73.24, Farrell Financial LLC's estimated gain on his BND holdings is $151,540.05, reflecting a 2.82% gain to date.

Farrell Financial LLC BND ($73.24) Holding Chart

Farrell Financial LLC BND ($73.24) 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 %

Top Ranked Articles

  • 1