Number of Shares
156,633.00
Current Holdings Value*
$7.88 Mil
% of Portfolio
2.33%
Total Estimate Gain
$142,621.66
% of Total Estimate Gain
1.88%

Source Financial Advisors LLC's Vanguard Total International Bond ETF Holding Summary

As of 2024-09-30, Source Financial Advisors LLC held 156,633.00 shares of Vanguard Total International Bond ETF(BNDX), totaling $7.88 Mil. This investment constitutes 2.33% of their stock portfolio, and Source Financial Advisors LLC now holds 0.01% of the outstanding Vanguard Total International Bond ETF(BNDX) stock.

The initial trade took place in 2023Q1. And since then Source Financial Advisors LLC has made 7 purchases of BNDX, at an average price of $48.52, for a total of 156,633.00 shares. Based on historical transaction data and BNDX's current price of $49.43, Source Financial Advisors LLC's estimated gain on his BNDX holdings is $142,621.66, reflecting a 1.88% gain to date.

Source Financial Advisors LLC BNDX ($49.43) Holding Chart

Source Financial Advisors LLC BNDX ($49.43) 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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