Newport Capital Group, LLC BND Holdings History
Newport Capital Group, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Newport Capital Group, LLC held 157,231.00 shares of Vanguard Total Bond Market ETF(BND), totaling $11.55 Mil. This investment constitutes 8.31% of their stock portfolio, and Newport Capital Group, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2020Q4. And since then Newport Capital Group, LLC has made 10 purchases of BND, at an average price of $76.35, for a total of 448,541.00 shares. In addition, there have been 4 sales at an average price of $72.04 for 291,310.00 shares. Based on historical transaction data and BND's current price of $73.15, Newport Capital Group, LLC's estimated gain on his BND holdings is $-1.76 Mil, reflecting a -5.14% gain to date.
Newport Capital Group, LLC BND ($73.15) Holding Chart
Newport Capital Group, LLC BND ($73.15) 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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