SOFI WEALTH, LLC BND Holdings History

Number of Shares
576.00
Current Holdings Value*
$42,320.00
% of Portfolio
0%
Total Estimate Gain
$-3.27 Mil
% of Total Estimate Gain
-4.25%

SOFI WEALTH, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, SOFI WEALTH, LLC held 576.00 shares of Vanguard Total Bond Market ETF(BND), totaling $42,320.00. This investment constitutes 0% of their stock portfolio, and SOFI WEALTH, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q1. And since then SOFI WEALTH, LLC has made 11 purchases of BND, at an average price of $75.79, for a total of 1.02 Mil shares. In addition, there have been 1 sales at an average price of $72.57 for 1.02 Mil shares. Based on historical transaction data and BND's current price of $72.85, SOFI WEALTH, LLC's estimated gain on his BND holdings is $-3.27 Mil, reflecting a -4.25% gain to date.

SOFI WEALTH, LLC BND ($72.85) Holding Chart

SOFI WEALTH, LLC 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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