Orgel Wealth Management, LLC BND Holdings History
Orgel Wealth Management, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 1.47 Mil shares of Vanguard Total Bond Market ETF(BND), totaling $107.96 Mil. This investment constitutes 2.6% of their stock portfolio, and Orgel Wealth Management, LLC now holds 0.08% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2022Q1. And since then Orgel Wealth Management, LLC has made 8 purchases of BND, at an average price of $78.10, for a total of 6.61 Mil shares. In addition, there have been 6 sales at an average price of $73.31 for 5.14 Mil shares. Based on historical transaction data and BND's current price of $73.03, Orgel Wealth Management, LLC's estimated gain on his BND holdings is $-32.10 Mil, reflecting a -6.22% gain to date.
Orgel Wealth Management, LLC BND ($73.03) Holding Chart
Orgel Wealth Management, 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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