LVW Advisors, LLC BND Holdings History

Number of Shares
180,500.00
Current Holdings Value*
$13.29 Mil
% of Portfolio
1.45%
Total Estimate Gain
$-87,482.94
% of Total Estimate Gain
-0.43%

LVW Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, LVW Advisors, LLC held 180,500.00 shares of Vanguard Total Bond Market ETF(BND), totaling $13.29 Mil. This investment constitutes 1.45% of their stock portfolio, and LVW Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2015Q1. And since then LVW Advisors, LLC has made 2 purchases of BND, at an average price of $73.32, for a total of 277,397.00 shares. In addition, there have been 3 sales at an average price of $73.12 for 96,897.00 shares. Based on historical transaction data and BND's current price of $72.94, LVW Advisors, LLC's estimated gain on his BND holdings is $-87,482.94, reflecting a -0.43% gain to date.

LVW Advisors, LLC BND ($72.94) Holding Chart

LVW Advisors, LLC BND ($72.94) 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 %

Top Ranked Articles

  • 1