Number of Shares
94,405.00
Current Holdings Value*
$6.95 Mil
% of Portfolio
5.21%
Total Estimate Gain
$3,067.63
% of Total Estimate Gain
0.04%

Genesis Wealth Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Genesis Wealth Advisors, LLC held 94,405.00 shares of Vanguard Total Bond Market ETF(BND), totaling $6.95 Mil. This investment constitutes 5.21% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2015Q1. And since then Genesis Wealth Advisors, LLC has made 3 purchases of BND, at an average price of $72.82, for a total of 94,405.00 shares. Based on historical transaction data and BND's current price of $72.85, Genesis Wealth Advisors, LLC's estimated gain on his BND holdings is $3,067.63, reflecting a 0.04% gain to date.

Genesis Wealth Advisors, LLC BND ($72.85) Holding Chart

Genesis Wealth Advisors, 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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