Number of Shares
28,362.00
Current Holdings Value*
$2.08 Mil
% of Portfolio
0.87%
Total Estimate Gain
$5,467.88
% of Total Estimate Gain
0.27%

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 $72.85, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his BND holdings is $5,467.88, reflecting a 0.27% gain to date.

MORRIS FINANCIAL CONCEPTS, INC. BND ($72.85) Holding Chart

MORRIS FINANCIAL CONCEPTS, INC. BND ($72.85) 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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