Number of Shares
109,133.00
Current Holdings Value*
$8.04 Mil
% of Portfolio
2.41%
Total Estimate Gain
$-156,400.15
% of Total Estimate Gain
-1.37%

Triumph Capital Management's Vanguard Total Bond Market ETF Holding Summary

As of 2025-06-30, Triumph Capital Management held 109,133.00 shares of Vanguard Total Bond Market ETF(BND), totaling $8.04 Mil. This investment constitutes 2.41% of their stock portfolio, and Triumph Capital Management now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2021Q3. And since then Triumph Capital Management has made 13 purchases of BND, at an average price of $76.34, for a total of 149,014.00 shares. In addition, there have been 3 sales at an average price of $81.72 for 39,881.00 shares. Based on historical transaction data and BND's current price of $72.94, Triumph Capital Management's estimated gain on his BND holdings is $-156,400.15, reflecting a -1.37% gain to date.

Triumph Capital Management BND ($72.94) Holding Chart

Triumph Capital Management 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 %

Top Ranked Articles

  • 1