MORRIS FINANCIAL CONCEPTS, INC. BND Holdings History
Number of Shares
28,362.00
Current Holdings Value*
$2.08 Mil
% of Portfolio
0.87%
Total Estimate Gain
$2,064.44
% of Total Estimate Gain
0.10%
MORRIS FINANCIAL CONCEPTS, INC.'s Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 28,362.00 shares of Vanguard Total Bond Market ETF(BND), totaling $2.08 Mil. This investment constitutes 0.87% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2023Q1. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 6 purchases of BND, at an average price of $72.66, for a total of 28,362.00 shares. Based on historical transaction data and BND's current price of $72.73, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his BND holdings is $2,064.44, reflecting a 0.10% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. BND ($72.73) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. BND ($72.73) 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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