Number of Shares
83,640.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
2.8%
Total Estimate Gain
$-587,874.80
% of Total Estimate Gain
-6.03%

MOTIVE WEALTH ADVISORS's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, MOTIVE WEALTH ADVISORS held 83,640.00 shares of Vanguard Total Bond Market ETF(BND), totaling $6.16 Mil. This investment constitutes 2.8% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 10 purchases of BND, at an average price of $77.86, for a total of 125,304.00 shares. In addition, there have been 5 sales at an average price of $73.10 for 41,664.00 shares. Based on historical transaction data and BND's current price of $73.21, MOTIVE WEALTH ADVISORS's estimated gain on his BND holdings is $-587,874.80, reflecting a -6.03% gain to date.

MOTIVE WEALTH ADVISORS BND ($73.21) Holding Chart

MOTIVE WEALTH ADVISORS BND ($73.21) 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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