Number of Shares
121,134.00
Current Holdings Value*
$8.90 Mil
% of Portfolio
5.68%
Total Estimate Gain
$192,825.40
% of Total Estimate Gain
1.74%

Prepared Retirement Institute LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Prepared Retirement Institute LLC held 121,134.00 shares of Vanguard Total Bond Market ETF(BND), totaling $8.90 Mil. This investment constitutes 5.68% of their stock portfolio, and Prepared Retirement Institute LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2023Q4. And since then Prepared Retirement Institute LLC has made 4 purchases of BND, at an average price of $71.43, for a total of 154,876.00 shares. In addition, there have been 1 sales at an average price of $72.57 for 33,742.00 shares. Based on historical transaction data and BND's current price of $72.71, Prepared Retirement Institute LLC's estimated gain on his BND holdings is $192,825.40, reflecting a 1.74% gain to date.

Prepared Retirement Institute LLC BND ($72.71) Holding Chart

Prepared Retirement Institute LLC BND ($72.71) 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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