VERUS WEALTH MANAGEMENT, LLC BND Holdings History
Number of Shares
78,059.00
Current Holdings Value*
$5.73 Mil
% of Portfolio
6.28%
Total Estimate Gain
$-14,421.31
% of Total Estimate Gain
-0.25%
VERUS WEALTH MANAGEMENT, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 78,059.00 shares of Vanguard Total Bond Market ETF(BND), totaling $5.73 Mil. This investment constitutes 6.28% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2024Q4. And since then VERUS WEALTH MANAGEMENT, LLC has made 1 purchases of BND, at an average price of $73.03, for a total of 78,059.00 shares. Based on historical transaction data and BND's current price of $72.85, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his BND holdings is $-14,421.31, reflecting a -0.25% gain to date.
VERUS WEALTH MANAGEMENT, LLC BND ($72.85) Holding Chart
VERUS WEALTH MANAGEMENT, LLC BND ($72.85) 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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