Number of Shares
46,981.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
0.42%
Total Estimate Gain
$-922,279.38
% of Total Estimate Gain
-2.91%

Strategies Wealth Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Strategies Wealth Advisors, LLC held 46,981.00 shares of Vanguard Total Bond Market ETF(BND), totaling $3.45 Mil. This investment constitutes 0.42% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 10 purchases of BND, at an average price of $75.23, for a total of 421,356.00 shares. In addition, there have been 2 sales at an average price of $73.04 for 374,375.00 shares. Based on historical transaction data and BND's current price of $73.03, Strategies Wealth Advisors, LLC's estimated gain on his BND holdings is $-922,279.38, reflecting a -2.91% gain to date.

Strategies Wealth Advisors, LLC BND ($73.03) Holding Chart

Strategies Wealth Advisors, LLC BND ($73.03) 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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