Number of Shares
39,849.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
1.11%
Total Estimate Gain
$-560,774.14
% of Total Estimate Gain
-5.20%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2020-12-31, Genovese Burford & Brothers Wealth & Retirement Pl held 39,849.00 shares of Vanguard Total Bond Market ETF(BND), totaling $3.51 Mil. This investment constitutes 1.11% of their stock portfolio, and Genovese Burford & Brothers Wealth & Retirement Pl now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2018Q2. And since then Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC has made 5 purchases of BND, at an average price of $81.56, for a total of 132,124.00 shares. In addition, there have been 3 sales at an average price of $79.10 for 92,275.00 shares. Based on historical transaction data and BND's current price of $73.18, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's estimated gain on his BND holdings is $-560,774.14, reflecting a -5.20% gain to date.

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC BND ($73.18) Holding Chart

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC BND ($73.18) 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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