Number of Shares
426,689.00
Current Holdings Value*
$31.34 Mil
% of Portfolio
0.77%
Total Estimate Gain
$-9.05 Mil
% of Total Estimate Gain
-3.39%

MISSION WEALTH MANAGEMENT, LP's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 426,689.00 shares of Vanguard Total Bond Market ETF(BND), totaling $31.34 Mil. This investment constitutes 0.77% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 18 purchases of BND, at an average price of $75.92, for a total of 3.52 Mil shares. In addition, there have been 11 sales at an average price of $73.43 for 3.09 Mil shares. Based on historical transaction data and BND's current price of $72.71, MISSION WEALTH MANAGEMENT, LP's estimated gain on his BND holdings is $-9.05 Mil, reflecting a -3.39% gain to date.

MISSION WEALTH MANAGEMENT, LP BND ($72.71) Holding Chart

MISSION WEALTH MANAGEMENT, LP BND ($72.71) 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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