Private Ocean, LLC BND Holdings History

Number of Shares
360,524.00
Current Holdings Value*
$25.98 Mil
% of Portfolio
2.29%
Total Estimate Gain
$356,962.73
% of Total Estimate Gain
1.35%

Private Ocean, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2024-06-30, Private Ocean, LLC held 360,524.00 shares of Vanguard Total Bond Market ETF(BND), totaling $25.98 Mil. This investment constitutes 2.29% of their stock portfolio, and Private Ocean, LLC now holds -% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2014Q1. And since then Private Ocean, LLC has made 21 purchases of BND, at an average price of $71.87, for a total of 367,535.00 shares. In addition, there have been 13 sales at an average price of $75.14 for 7,011.00 shares. Based on historical transaction data and BND's current price of $72.80, Private Ocean, LLC's estimated gain on his BND holdings is $356,962.73, reflecting a 1.35% gain to date.

Private Ocean, LLC BND ($72.80) Holding Chart

Private Ocean, LLC BND ($72.80) 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