Number of Shares
383,135.00
Current Holdings Value*
$28.14 Mil
% of Portfolio
8.53%
Total Estimate Gain
$478,749.70
% of Total Estimate Gain
1.73%

Global Wealth Strategies & Associates's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Global Wealth Strategies & Associates held 383,135.00 shares of Vanguard Total Bond Market ETF(BND), totaling $28.14 Mil. This investment constitutes 8.53% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q4. And since then Global Wealth Strategies & Associates has made 9 purchases of BND, at an average price of $72.09, for a total of 383,135.00 shares. Based on historical transaction data and BND's current price of $73.34, Global Wealth Strategies & Associates's estimated gain on his BND holdings is $478,749.70, reflecting a 1.73% gain to date.

Global Wealth Strategies & Associates BND ($73.34) Holding Chart

Global Wealth Strategies & Associates BND ($73.34) 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 %

Top Ranked Articles

  • 1