Meritas Wealth Management, LLC BND Holdings History
Number of Shares
60,413.00
Current Holdings Value*
$4.44 Mil
% of Portfolio
2.6%
Total Estimate Gain
$59,409.00
% of Total Estimate Gain
1.36%
Meritas Wealth Management, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 60,413.00 shares of Vanguard Total Bond Market ETF(BND), totaling $4.44 Mil. This investment constitutes 2.6% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2022Q4. And since then Meritas Wealth Management, LLC has made 9 purchases of BND, at an average price of $72.10, for a total of 60,413.00 shares. Based on historical transaction data and BND's current price of $73.08, Meritas Wealth Management, LLC's estimated gain on his BND holdings is $59,409.00, reflecting a 1.36% gain to date.
Meritas Wealth Management, LLC BND ($73.08) Holding Chart
Meritas Wealth Management, LLC BND ($73.08) 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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