Number of Shares
205,668.00
Current Holdings Value*
$15.11 Mil
% of Portfolio
4.12%
Total Estimate Gain
$-404,021.36
% of Total Estimate Gain
-2.20%

Smith & Howard Wealth Management, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Smith & Howard Wealth Management, LLC held 205,668.00 shares of Vanguard Total Bond Market ETF(BND), totaling $15.11 Mil. This investment constitutes 4.12% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2015Q4. And since then Smith & Howard Wealth Management, LLC has made 16 purchases of BND, at an average price of $74.83, for a total of 245,330.00 shares. In addition, there have been 7 sales at an average price of $75.53 for 39,662.00 shares. Based on historical transaction data and BND's current price of $72.73, Smith & Howard Wealth Management, LLC's estimated gain on his BND holdings is $-404,021.36, reflecting a -2.20% gain to date.

Smith & Howard Wealth Management, LLC BND ($72.73) Holding Chart

Smith & Howard Wealth Management, LLC BND ($72.73) 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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