Martel Wealth Advisors Inc BND Holdings History
Martel Wealth Advisors Inc's Vanguard Total Bond Market ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 2,803.00 shares of Vanguard Total Bond Market ETF(BND), totaling $206,420.00. This investment constitutes 0.04% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 8 purchases of BND, at an average price of $81.98, for a total of 1.32 Mil shares. In addition, there have been 5 sales at an average price of $73.22 for 1.32 Mil shares. Based on historical transaction data and BND's current price of $72.85, Martel Wealth Advisors Inc's estimated gain on his BND holdings is $-11.58 Mil, reflecting a -10.69% gain to date.
Martel Wealth Advisors Inc BND ($72.85) Holding Chart
Martel Wealth Advisors 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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