Safe Harbor Fiduciary, LLC BND Holdings History
Number of Shares
36,070.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
2.74%
Total Estimate Gain
$-41,563.08
% of Total Estimate Gain
-1.55%
Safe Harbor Fiduciary, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Safe Harbor Fiduciary, LLC held 36,070.00 shares of Vanguard Total Bond Market ETF(BND), totaling $2.65 Mil. This investment constitutes 2.74% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $72.99 for 82.00 shares. Based on historical transaction data and BND's current price of $72.85, Safe Harbor Fiduciary, LLC's estimated gain on his BND holdings is $-41,563.08, reflecting a -1.55% gain to date.
Safe Harbor Fiduciary, LLC BND ($72.85) Holding Chart
Safe Harbor Fiduciary, 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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