Number of Shares
513,721.00
Current Holdings Value*
$37.83 Mil
% of Portfolio
4.92%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
1.90%

Great Waters Wealth Management's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Great Waters Wealth Management held 513,721.00 shares of Vanguard Total Bond Market ETF(BND), totaling $37.83 Mil. This investment constitutes 4.92% of their stock portfolio, and Great Waters Wealth Management now holds 0.03% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q4. In addition, there have been 10 sales at an average price of $72.42 for 567,379.00 shares. Based on historical transaction data and BND's current price of $72.94, Great Waters Wealth Management's estimated gain on his BND holdings is $1.47 Mil, reflecting a 1.90% gain to date.

Great Waters Wealth Management BND ($72.94) Holding Chart

Great Waters Wealth Management 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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