Number of Shares
650,851.00
Current Holdings Value*
$47.92 Mil
% of Portfolio
6.13%
Total Estimate Gain
$-9.68 Mil
% of Total Estimate Gain
-12.37%

RTD Financial Advisors, Inc.'s Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, RTD Financial Advisors, Inc. held 650,851.00 shares of Vanguard Total Bond Market ETF(BND), totaling $47.92 Mil. This investment constitutes 6.13% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.04% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 2 purchases of BND, at an average price of $83.95, for a total of 932,653.00 shares. In addition, there have been 12 sales at an average price of $74.64 for 281,802.00 shares. Based on historical transaction data and BND's current price of $73.10, RTD Financial Advisors, Inc.'s estimated gain on his BND holdings is $-9.68 Mil, reflecting a -12.37% gain to date.

RTD Financial Advisors, Inc. BND ($73.10) Holding Chart

RTD Financial Advisors, Inc. BND ($73.10) 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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