Number of Shares
436,992.00
Current Holdings Value*
$32.10 Mil
% of Portfolio
1.55%
Total Estimate Gain
$-225,645.81
% of Total Estimate Gain
-0.58%

Meridian Wealth Management, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Meridian Wealth Management, LLC held 436,992.00 shares of Vanguard Total Bond Market ETF(BND), totaling $32.10 Mil. This investment constitutes 1.55% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2019Q2. And since then Meridian Wealth Management, LLC has made 12 purchases of BND, at an average price of $73.41, for a total of 531,499.00 shares. In addition, there have been 9 sales at an average price of $73.17 for 94,507.00 shares. Based on historical transaction data and BND's current price of $72.94, Meridian Wealth Management, LLC's estimated gain on his BND holdings is $-225,645.81, reflecting a -0.58% gain to date.

Meridian Wealth Management, LLC BND ($72.94) Holding Chart

Meridian Wealth Management, LLC BND ($72.94) 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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