Patriot Financial Group Insurance Agency, LLC BND Holdings History
Patriot Financial Group Insurance Agency, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-06-30, Patriot Financial Group Insurance Agency, LLC held 29,484.00 shares of Vanguard Total Bond Market ETF(BND), totaling $2.17 Mil. This investment constitutes 0.25% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2018Q2. And since then Patriot Financial Group Insurance Agency, LLC has made 21 purchases of BND, at an average price of $78.12, for a total of 144,377.00 shares. In addition, there have been 9 sales at an average price of $73.07 for 114,893.00 shares. Based on historical transaction data and BND's current price of $73.07, Patriot Financial Group Insurance Agency, LLC's estimated gain on his BND holdings is $-729,579.93, reflecting a -6.47% gain to date.
Patriot Financial Group Insurance Agency, LLC BND ($73.07) Holding Chart
Patriot Financial Group Insurance Agency, LLC BND ($73.07) 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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