Number of Shares
30,850.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
1.86%
Total Estimate Gain
$8,797.97
% of Total Estimate Gain
0.38%

GEN Financial Management, INC.'s Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, GEN Financial Management, INC. held 30,850.00 shares of Vanguard Total Bond Market ETF(BND), totaling $2.27 Mil. This investment constitutes 1.86% of their stock portfolio, and GEN Financial Management, INC. now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2025Q1. And since then GEN Financial Management, INC. has made 1 purchases of BND, at an average price of $72.57, for a total of 31,791.00 shares. In addition, there have been 1 sales at an average price of $72.74 for 941.00 shares. Based on historical transaction data and BND's current price of $72.85, GEN Financial Management, INC.'s estimated gain on his BND holdings is $8,797.97, reflecting a 0.38% gain to date.

GEN Financial Management, INC. BND ($72.85) Holding Chart

GEN Financial Management, 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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