Intergy Private Wealth, LLC BND Holdings History
Intergy Private Wealth, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 4,532.00 shares of Vanguard Total Bond Market ETF(BND), totaling $332,880.00. This investment constitutes 0.13% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2021Q4. And since then Intergy Private Wealth, LLC has made 1 purchases of BND, at an average price of $83.24, for a total of 38,750.00 shares. In addition, there have been 4 sales at an average price of $79.35 for 34,218.00 shares. Based on historical transaction data and BND's current price of $72.85, Intergy Private Wealth, LLC's estimated gain on his BND holdings is $-180,130.61, reflecting a -5.58% gain to date.
Intergy Private Wealth, LLC BND ($72.85) Holding Chart
Intergy Private Wealth, 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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