Number of Shares
72,190.00
Current Holdings Value*
$5.30 Mil
% of Portfolio
3.93%
Total Estimate Gain
$-755,038.91
% of Total Estimate Gain
-5.38%

Forbes Financial Planning, Inc.'s Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Forbes Financial Planning, Inc. held 72,190.00 shares of Vanguard Total Bond Market ETF(BND), totaling $5.30 Mil. This investment constitutes 3.93% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2021Q4. And since then Forbes Financial Planning, Inc. has made 6 purchases of BND, at an average price of $79.01, for a total of 177,627.00 shares. In addition, there have been 3 sales at an average price of $76.07 for 105,437.00 shares. Based on historical transaction data and BND's current price of $72.85, Forbes Financial Planning, Inc.'s estimated gain on his BND holdings is $-755,038.91, reflecting a -5.38% gain to date.

Forbes Financial Planning, Inc. BND ($72.85) Holding Chart

Forbes Financial Planning, Inc. 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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