Number of Shares
133,893.00
Current Holdings Value*
$9.83 Mil
% of Portfolio
9.2%
Total Estimate Gain
$174,238.09
% of Total Estimate Gain
1.81%

STEPHEN J. GARRY & ASSOCIATES, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 133,893.00 shares of Vanguard Total Bond Market ETF(BND), totaling $9.83 Mil. This investment constitutes 9.2% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2023Q4. And since then STEPHEN J. GARRY & ASSOCIATES, LLC has made 2 purchases of BND, at an average price of $71.79, for a total of 134,258.00 shares. Based on historical transaction data and BND's current price of $73.09, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his BND holdings is $174,238.09, reflecting a 1.81% gain to date.

STEPHEN J. GARRY & ASSOCIATES, LLC BND ($73.09) Holding Chart

STEPHEN J. GARRY & ASSOCIATES, LLC BND ($73.09) 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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