FirstPurpose Wealth LLC BND Holdings History
FirstPurpose Wealth LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 128,649.00 shares of Vanguard Total Bond Market ETF(BND), totaling $9.14 Mil. This investment constitutes 3.32% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 9 purchases of BND, at an average price of $77.24, for a total of 128,649.00 shares. Based on historical transaction data and BND's current price of $72.94, FirstPurpose Wealth LLC's estimated gain on his BND holdings is $-551,954.60, reflecting a -5.55% gain to date.
FirstPurpose Wealth LLC BND ($72.94) Holding Chart
FirstPurpose Wealth LLC BND ($72.94) 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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