Source Financial Advisors LLC BNDX Holdings History
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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