Number of Shares
135,080.00
Current Holdings Value*
$10.63 Mil
% of Portfolio
4.9%
Total Estimate Gain
$-935,759.44
% of Total Estimate Gain
-4.44%

Ken Stern & Associates, Inc.'s Vanguard Total Bond Market ETF Holding Summary

As of 2018-09-30, Ken Stern & Associates, Inc. held 135,080.00 shares of Vanguard Total Bond Market ETF(BND), totaling $10.63 Mil. This investment constitutes 4.9% of their stock portfolio, and Ken Stern & Associates, Inc. now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2015Q1. And since then Ken Stern & Associates, Inc. has made 3 purchases of BND, at an average price of $79.52, for a total of 265,150.00 shares. In addition, there have been 1 sales at an average price of $79.06 for 130,070.00 shares. Based on historical transaction data and BND's current price of $73.03, Ken Stern & Associates, Inc.'s estimated gain on his BND holdings is $-935,759.44, reflecting a -4.44% gain to date.

Ken Stern & Associates, Inc. BND ($73.03) Holding Chart

Ken Stern & Associates, Inc. BND ($73.03) 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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