NewSquare Capital LLC BND Holdings History

Number of Shares
392,804.00
Current Holdings Value*
$28.85 Mil
% of Portfolio
2.35%
Total Estimate Gain
$-3.51 Mil
% of Total Estimate Gain
-9.63%

NewSquare Capital LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, NewSquare Capital LLC held 392,804.00 shares of Vanguard Total Bond Market ETF(BND), totaling $28.85 Mil. This investment constitutes 2.35% of their stock portfolio, and NewSquare Capital LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2014Q3. And since then NewSquare Capital LLC has made 31 purchases of BND, at an average price of $81.32, for a total of 448,722.00 shares. In addition, there have been 10 sales at an average price of $76.70 for 55,918.00 shares. Based on historical transaction data and BND's current price of $73.03, NewSquare Capital LLC's estimated gain on his BND holdings is $-3.51 Mil, reflecting a -9.63% gain to date.

NewSquare Capital LLC BND ($73.03) Holding Chart

NewSquare Capital LLC BND ($73.03) 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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