Number of Shares
8,822.00
Current Holdings Value*
$607,060.00
% of Portfolio
0.1%
Total Estimate Gain
$4,940.32
% of Total Estimate Gain
0.82%

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

As of 2025-03-31, Geometric Wealth Advisors held 8,822.00 shares of Vanguard Total World Bond ETF(BNDW), totaling $607,060.00. This investment constitutes 0.1% of their stock portfolio, and Geometric Wealth Advisors now holds 0.06% of the outstanding Vanguard Total World Bond ETF(BNDW) stock.

The initial trade took place in 2025Q1. And since then Geometric Wealth Advisors has made 1 purchases of BNDW, at an average price of $68.42, for a total of 8,822.00 shares. Based on historical transaction data and BNDW's current price of $68.98, Geometric Wealth Advisors's estimated gain on his BNDW holdings is $4,940.32, reflecting a 0.82% gain to date.

Geometric Wealth Advisors BNDW ($68.98) Holding Chart

Geometric Wealth Advisors BNDW ($68.98) 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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