Insight Wealth Partners, LLC BND Holdings History
Insight Wealth Partners, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 5,787.00 shares of Vanguard Total Bond Market ETF(BND), totaling $425,090.00. This investment constitutes 0.07% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2021Q2. And since then Insight Wealth Partners, LLC has made 8 purchases of BND, at an average price of $74.74, for a total of 20,491.00 shares. In addition, there have been 3 sales at an average price of $73.52 for 14,704.00 shares. Based on historical transaction data and BND's current price of $72.85, Insight Wealth Partners, LLC's estimated gain on his BND holdings is $-28,899.44, reflecting a -1.89% gain to date.
Insight Wealth Partners, LLC BND ($72.85) Holding Chart
Insight Wealth Partners, LLC BND ($72.85) 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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