Number of Shares
97,779.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
4.36%
Total Estimate Gain
$-837,832.74
% of Total Estimate Gain
-7.11%

H&H Retirement Design & Management INC's Vanguard Long-Term Bond ETF Holding Summary

As of 2025-03-31, H&H Retirement Design & Management INC held 97,779.00 shares of Vanguard Long-Term Bond ETF(BLV), totaling $6.55 Mil. This investment constitutes 4.36% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.12% of the outstanding Vanguard Long-Term Bond ETF(BLV) stock.

The initial trade took place in 2021Q4. And since then H&H Retirement Design & Management INC has made 8 purchases of BLV, at an average price of $76.62, for a total of 153,744.00 shares. In addition, there have been 4 sales at an average price of $75.17 for 55,965.00 shares. Based on historical transaction data and BLV's current price of $68.88, H&H Retirement Design & Management INC's estimated gain on his BLV holdings is $-837,832.74, reflecting a -7.11% gain to date.

H&H Retirement Design & Management INC BLV ($68.88) Holding Chart

H&H Retirement Design & Management INC BLV ($68.88) 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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