Number of Shares
1.30 Mil
Current Holdings Value*
$109.84 Mil
% of Portfolio
4.89%
Total Estimate Gain
$-1.37 Mil
% of Total Estimate Gain
-0.73%

Sullivan, Bruyette, Speros & Blaney, Inc.'s Vanguard Total Bond Market ETF Holding Summary

As of 2021-03-31, Sullivan, Bruyette, Speros & Blaney, Inc. held 1.30 Mil shares of Vanguard Total Bond Market ETF(BND), totaling $109.84 Mil. This investment constitutes 4.89% of their stock portfolio, and Sullivan, Bruyette, Speros & Blaney, Inc. now holds 0.12% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2018Q4. And since then Sullivan, Bruyette, Speros & Blaney, Inc. has made 5 purchases of BND, at an average price of $78.91, for a total of 2.37 Mil shares. In addition, there have been 5 sales at an average price of $84.87 for 1.07 Mil shares. Based on historical transaction data and BND's current price of $72.94, Sullivan, Bruyette, Speros & Blaney, Inc.'s estimated gain on his BND holdings is $-1.37 Mil, reflecting a -0.73% gain to date.

Sullivan, Bruyette, Speros & Blaney, Inc. BND ($72.94) Holding Chart

Sullivan, Bruyette, Speros & Blaney, Inc. BND ($72.94) 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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