Paracle Advisors, LLC BND Holdings History

Number of Shares
531,583.00
Current Holdings Value*
$45.03 Mil
% of Portfolio
9.48%
Total Estimate Gain
$-4.47 Mil
% of Total Estimate Gain
-9.00%

Paracle Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2021-03-31, Paracle Advisors, LLC held 531,583.00 shares of Vanguard Total Bond Market ETF(BND), totaling $45.03 Mil. This investment constitutes 9.48% of their stock portfolio, and Paracle Advisors, LLC now holds 0.05% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2014Q3. And since then Paracle Advisors, LLC has made 9 purchases of BND, at an average price of $81.44, for a total of 610,092.00 shares. In addition, there have been 3 sales at an average price of $82.63 for 78,509.00 shares. Based on historical transaction data and BND's current price of $72.85, Paracle Advisors, LLC's estimated gain on his BND holdings is $-4.47 Mil, reflecting a -9.00% gain to date.

Paracle Advisors, LLC BND ($72.85) Holding Chart

Paracle Advisors, LLC BND ($72.85) 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 %

Top Ranked Articles

  • 1