LOWERY THOMAS, LLC BND Holdings History

Number of Shares
44,122.00
Current Holdings Value*
$3.24 Mil
% of Portfolio
2.22%
Total Estimate Gain
$-304,470.40
% of Total Estimate Gain
-4.60%

LOWERY THOMAS, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, LOWERY THOMAS, LLC held 44,122.00 shares of Vanguard Total Bond Market ETF(BND), totaling $3.24 Mil. This investment constitutes 2.22% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 2 purchases of BND, at an average price of $78.06, for a total of 84,845.00 shares. In addition, there have been 2 sales at an average price of $75.97 for 40,723.00 shares. Based on historical transaction data and BND's current price of $73.09, LOWERY THOMAS, LLC's estimated gain on his BND holdings is $-304,470.40, reflecting a -4.60% gain to date.

LOWERY THOMAS, LLC BND ($73.09) Holding Chart

LOWERY THOMAS, LLC BND ($73.09) 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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