Regent Peak Wealth Advisors LLC BND Holdings History
Regent Peak Wealth Advisors LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 300,279.00 shares of Vanguard Total Bond Market ETF(BND), totaling $22.06 Mil. This investment constitutes 5.21% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2020Q4. And since then Regent Peak Wealth Advisors LLC has made 8 purchases of BND, at an average price of $72.33, for a total of 563,190.00 shares. In addition, there have been 3 sales at an average price of $72.57 for 262,911.00 shares. Based on historical transaction data and BND's current price of $73.07, Regent Peak Wealth Advisors LLC's estimated gain on his BND holdings is $282,837.20, reflecting a 0.69% gain to date.
Regent Peak Wealth Advisors LLC BND ($73.07) Holding Chart
Regent Peak Wealth Advisors LLC BND ($73.07) 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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