Lantern Wealth Advisors, LLC BND Holdings History
Lantern Wealth Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 58,564.00 shares of Vanguard Total Bond Market ETF(BND), totaling $4.21 Mil. This investment constitutes 2.73% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 4 purchases of BND, at an average price of $70.84, for a total of 58,564.00 shares. Based on historical transaction data and BND's current price of $73.14, Lantern Wealth Advisors, LLC's estimated gain on his BND holdings is $134,219.19, reflecting a 3.24% gain to date.
Lantern Wealth Advisors, LLC BND ($73.14) Holding Chart
Lantern Wealth Advisors, LLC BND ($73.14) 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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