Number of Shares
323,140.00
Current Holdings Value*
$23.73 Mil
% of Portfolio
12.98%
Total Estimate Gain
$-60,741.41
% of Total Estimate Gain
-0.26%

Quantum Financial Planning Services, Inc.'s Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Quantum Financial Planning Services, Inc. held 323,140.00 shares of Vanguard Total Bond Market ETF(BND), totaling $23.73 Mil. This investment constitutes 12.98% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of BND, at an average price of $73.04, for a total of 323,140.00 shares. Based on historical transaction data and BND's current price of $72.85, Quantum Financial Planning Services, Inc.'s estimated gain on his BND holdings is $-60,741.41, reflecting a -0.26% gain to date.

Quantum Financial Planning Services, Inc. BND ($72.85) Holding Chart

Quantum Financial Planning Services, Inc. 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 %

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