Trellis Wealth Advisors LLC BND Holdings History
Trellis Wealth Advisors LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 130,937.00 shares of Vanguard Total Bond Market ETF(BND), totaling $9.62 Mil. This investment constitutes 4.67% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 8 purchases of BND, at an average price of $71.68, for a total of 130,937.00 shares. Based on historical transaction data and BND's current price of $72.73, Trellis Wealth Advisors LLC's estimated gain on his BND holdings is $137,747.78, reflecting a 1.47% gain to date.
Trellis Wealth Advisors LLC BND ($72.73) Holding Chart
Trellis Wealth Advisors LLC BND ($72.73) 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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