Note Advisors, LLC BND Holdings History
Number of Shares
91,302.00
Current Holdings Value*
$6.71 Mil
% of Portfolio
5.54%
Total Estimate Gain
$-27,260.31
% of Total Estimate Gain
-0.39%
Note Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Note Advisors, LLC held 91,302.00 shares of Vanguard Total Bond Market ETF(BND), totaling $6.71 Mil. This investment constitutes 5.54% of their stock portfolio, and Note Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $72.57 for 3,325.00 shares. Based on historical transaction data and BND's current price of $72.80, Note Advisors, LLC's estimated gain on his BND holdings is $-27,260.31, reflecting a -0.39% gain to date.
Note Advisors, LLC BND ($72.80) Holding Chart
Note Advisors, LLC 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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