Number of Shares
106,946.00
Current Holdings Value*
$7.86 Mil
% of Portfolio
5.69%
Total Estimate Gain
$-20,615.08
% of Total Estimate Gain
-0.26%

McCarthy Asset Management, Inc.'s Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, McCarthy Asset Management, Inc. held 106,946.00 shares of Vanguard Total Bond Market ETF(BND), totaling $7.86 Mil. This investment constitutes 5.69% of their stock portfolio, and McCarthy Asset Management, Inc. now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2021Q1. And since then McCarthy Asset Management, Inc. has made 7 purchases of BND, at an average price of $73.13, for a total of 107,685.00 shares. In addition, there have been 1 sales at an average price of $86.33 for 739.00 shares. Based on historical transaction data and BND's current price of $72.85, McCarthy Asset Management, Inc.'s estimated gain on his BND holdings is $-20,615.08, reflecting a -0.26% gain to date.

McCarthy Asset Management, Inc. BND ($72.85) Holding Chart

McCarthy Asset Management, 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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