High Pines Wealth Management, LLC BND Holdings History
High Pines Wealth Management, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2023-12-31, High Pines Wealth Management, LLC held 46,257.00 shares of Vanguard Total Bond Market ETF(BND), totaling $3.40 Mil. This investment constitutes 5.19% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2020Q4. And since then High Pines Wealth Management, LLC has made 8 purchases of BND, at an average price of $85.82, for a total of 65,109.00 shares. In addition, there have been 4 sales at an average price of $71.94 for 18,852.00 shares. Based on historical transaction data and BND's current price of $72.79, High Pines Wealth Management, LLC's estimated gain on his BND holdings is $-864,484.59, reflecting a -15.47% gain to date.
High Pines Wealth Management, LLC BND ($72.79) Holding Chart
High Pines Wealth Management, LLC BND ($72.79) 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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