Number of Shares
405,785.00
Current Holdings Value*
$29.80 Mil
% of Portfolio
2.28%
Total Estimate Gain
$-1.21 Mil
% of Total Estimate Gain
-3.61%

N.E.W. Advisory Services LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, N.E.W. Advisory Services LLC held 405,785.00 shares of Vanguard Total Bond Market ETF(BND), totaling $29.80 Mil. This investment constitutes 2.28% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2019Q4. And since then N.E.W. Advisory Services LLC has made 19 purchases of BND, at an average price of $76.05, for a total of 441,157.00 shares. In addition, there have been 1 sales at an average price of $81.36 for 35,372.00 shares. Based on historical transaction data and BND's current price of $72.59, N.E.W. Advisory Services LLC's estimated gain on his BND holdings is $-1.21 Mil, reflecting a -3.61% gain to date.

N.E.W. Advisory Services LLC BND ($72.59) Holding Chart

N.E.W. Advisory Services LLC BND ($72.59) 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 %

Top Ranked Articles

  • 1