Number of Shares
437,543.00
Current Holdings Value*
$37.08 Mil
% of Portfolio
2.45%
Total Estimate Gain
$-3.84 Mil
% of Total Estimate Gain
-6.25%

NEXT Financial Group, Inc's Vanguard Total Bond Market ETF Holding Summary

As of 2021-12-31, NEXT Financial Group, Inc held 437,543.00 shares of Vanguard Total Bond Market ETF(BND), totaling $37.08 Mil. This investment constitutes 2.45% of their stock portfolio, and NEXT Financial Group, Inc now holds 0.04% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2014Q2. And since then NEXT Financial Group, Inc has made 15 purchases of BND, at an average price of $80.65, for a total of 761,448.00 shares. In addition, there have been 6 sales at an average price of $79.40 for 323,905.00 shares. Based on historical transaction data and BND's current price of $72.80, NEXT Financial Group, Inc's estimated gain on his BND holdings is $-3.84 Mil, reflecting a -6.25% gain to date.

NEXT Financial Group, Inc BND ($72.80) Holding Chart

NEXT Financial Group, Inc BND ($72.80) 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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