Trajan Wealth LLC BND Holdings History

Number of Shares
801,342.00
Current Holdings Value*
$58.86 Mil
% of Portfolio
3.21%
Total Estimate Gain
$150,668.75
% of Total Estimate Gain
0.26%

Trajan Wealth LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Trajan Wealth LLC held 801,342.00 shares of Vanguard Total Bond Market ETF(BND), totaling $58.86 Mil. This investment constitutes 3.21% of their stock portfolio, and Trajan Wealth LLC now holds 0.05% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 4 purchases of BND, at an average price of $72.75, for a total of 801,342.00 shares. Based on historical transaction data and BND's current price of $72.94, Trajan Wealth LLC's estimated gain on his BND holdings is $150,668.75, reflecting a 0.26% gain to date.

Trajan Wealth LLC BND ($72.94) Holding Chart

Trajan Wealth LLC 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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