WBH ADVISORY INC BND Holdings History

Number of Shares
260,092.00
Current Holdings Value*
$19.10 Mil
% of Portfolio
1.78%
Total Estimate Gain
$-1.95 Mil
% of Total Estimate Gain
-7.89%

WBH ADVISORY INC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, WBH ADVISORY INC held 260,092.00 shares of Vanguard Total Bond Market ETF(BND), totaling $19.10 Mil. This investment constitutes 1.78% of their stock portfolio, and WBH ADVISORY INC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2015Q1. And since then WBH ADVISORY INC has made 21 purchases of BND, at an average price of $79.43, for a total of 312,070.00 shares. In addition, there have been 5 sales at an average price of $75.34 for 51,978.00 shares. Based on historical transaction data and BND's current price of $72.73, WBH ADVISORY INC's estimated gain on his BND holdings is $-1.95 Mil, reflecting a -7.89% gain to date.

WBH ADVISORY INC BND ($72.73) Holding Chart

WBH ADVISORY INC 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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