Number of Shares
3,120.00
Current Holdings Value*
$229,130.00
% of Portfolio
0.04%
Total Estimate Gain
$-11,607.34
% of Total Estimate Gain
-0.46%

Geometric Wealth Advisors's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Geometric Wealth Advisors held 3,120.00 shares of Vanguard Total Bond Market ETF(BND), totaling $229,130.00. This investment constitutes 0.04% of their stock portfolio, and Geometric Wealth Advisors now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2023Q4. And since then Geometric Wealth Advisors has made 3 purchases of BND, at an average price of $72.93, for a total of 34,242.00 shares. In addition, there have been 2 sales at an average price of $72.57 for 31,122.00 shares. Based on historical transaction data and BND's current price of $72.85, Geometric Wealth Advisors's estimated gain on his BND holdings is $-11,607.34, reflecting a -0.46% gain to date.

Geometric Wealth Advisors BND ($72.85) Holding Chart

Geometric Wealth Advisors 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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