Joule Financial, LLC BND Holdings History

Number of Shares
837,820.00
Current Holdings Value*
$61.69 Mil
% of Portfolio
20.03%
Total Estimate Gain
$429,784.41
% of Total Estimate Gain
0.70%

Joule Financial, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Joule Financial, LLC held 837,820.00 shares of Vanguard Total Bond Market ETF(BND), totaling $61.69 Mil. This investment constitutes 20.03% of their stock portfolio, and Joule Financial, LLC now holds 0.05% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q3. And since then Joule Financial, LLC has made 11 purchases of BND, at an average price of $72.53, for a total of 848,767.00 shares. In addition, there have been 1 sales at an average price of $70.60 for 10,947.00 shares. Based on historical transaction data and BND's current price of $73.07, Joule Financial, LLC's estimated gain on his BND holdings is $429,784.41, reflecting a 0.70% gain to date.

Joule Financial, LLC BND ($73.07) Holding Chart

Joule Financial, LLC BND ($73.07) 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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