Number of Shares
389,300.00
Current Holdings Value*
$28.59 Mil
% of Portfolio
6.11%
Total Estimate Gain
$-1,590.58
% of Total Estimate Gain
-0.01%

Prestige Wealth Management Group LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Prestige Wealth Management Group LLC held 389,300.00 shares of Vanguard Total Bond Market ETF(BND), totaling $28.59 Mil. This investment constitutes 6.11% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2021Q4. And since then Prestige Wealth Management Group LLC has made 8 purchases of BND, at an average price of $72.92, for a total of 412,763.00 shares. In addition, there have been 4 sales at an average price of $71.04 for 23,463.00 shares. Based on historical transaction data and BND's current price of $73.03, Prestige Wealth Management Group LLC's estimated gain on his BND holdings is $-1,590.58, reflecting a -0.01% gain to date.

Prestige Wealth Management Group LLC BND ($73.03) Holding Chart

Prestige Wealth Management Group 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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