Number of Shares
274,413.00
Current Holdings Value*
$20.16 Mil
% of Portfolio
5.94%
Total Estimate Gain
$303,820.44
% of Total Estimate Gain
1.54%

Fonville Wealth Management LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Fonville Wealth Management LLC held 274,413.00 shares of Vanguard Total Bond Market ETF(BND), totaling $20.16 Mil. This investment constitutes 5.94% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of BND, at an average price of $71.74, for a total of 274,413.00 shares. Based on historical transaction data and BND's current price of $72.85, Fonville Wealth Management LLC's estimated gain on his BND holdings is $303,820.44, reflecting a 1.54% gain to date.

Fonville Wealth Management LLC BND ($72.85) Holding Chart

Fonville Wealth Management 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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