Number of Shares
199,340.00
Current Holdings Value*
$9.73 Mil
% of Portfolio
2.24%
Total Estimate Gain
$-655,961.72
% of Total Estimate Gain
-5.14%

Sovereign Financial Group, Inc.'s Vanguard Total International Bond ETF Holding Summary

As of 2025-03-31, Sovereign Financial Group, Inc. held 199,340.00 shares of Vanguard Total International Bond ETF(BNDX), totaling $9.73 Mil. This investment constitutes 2.24% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.02% of the outstanding Vanguard Total International Bond ETF(BNDX) stock.

The initial trade took place in 2020Q4. And since then Sovereign Financial Group, Inc. has made 14 purchases of BNDX, at an average price of $51.60, for a total of 247,513.00 shares. In addition, there have been 2 sales at an average price of $47.95 for 48,173.00 shares. Based on historical transaction data and BNDX's current price of $49.19, Sovereign Financial Group, Inc.'s estimated gain on his BNDX holdings is $-655,961.72, reflecting a -5.14% gain to date.

Sovereign Financial Group, Inc. BNDX ($49.19) Holding Chart

Sovereign Financial Group, Inc. BNDX ($49.19) 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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