Number of Shares
42,919.00
Current Holdings Value*
$2.10 Mil
% of Portfolio
0.76%
Total Estimate Gain
$-236,556.49
% of Total Estimate Gain
-4.64%

Sterling Financial Planning, Inc.'s Vanguard Total International Bond ETF Holding Summary

As of 2025-03-31, Sterling Financial Planning, Inc. held 42,919.00 shares of Vanguard Total International Bond ETF(BNDX), totaling $2.10 Mil. This investment constitutes 0.76% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0% of the outstanding Vanguard Total International Bond ETF(BNDX) stock.

The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 11 purchases of BNDX, at an average price of $51.76, for a total of 98,530.00 shares. In addition, there have been 6 sales at an average price of $49.34 for 55,611.00 shares. Based on historical transaction data and BNDX's current price of $49.39, Sterling Financial Planning, Inc.'s estimated gain on his BNDX holdings is $-236,556.49, reflecting a -4.64% gain to date.

Sterling Financial Planning, Inc. BNDX ($49.39) Holding Chart

Sterling Financial Planning, Inc. BNDX ($49.39) 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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