Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC BND Holdings History
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 $72.94, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's estimated gain on his BND holdings is $-570,337.90, reflecting a -5.29% gain to date.
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC BND ($72.94) Holding Chart
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC BND ($72.94) 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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