WFA Of San Diego, LLC BND Holdings History

Number of Shares
34,704.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
2.2%
Total Estimate Gain
$-216,856.89
% of Total Estimate Gain
-6.50%

WFA of San Diego, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2024-09-30, WFA of San Diego, LLC held 34,704.00 shares of Vanguard Total Bond Market ETF(BND), totaling $2.61 Mil. This investment constitutes 2.2% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 13 purchases of BND, at an average price of $77.95, for a total of 42,824.00 shares. In addition, there have been 2 sales at an average price of $73.06 for 8,120.00 shares. Based on historical transaction data and BND's current price of $72.85, WFA of San Diego, LLC's estimated gain on his BND holdings is $-216,856.89, reflecting a -6.50% gain to date.

WFA of San Diego, LLC BND ($72.85) Holding Chart

WFA of San Diego, 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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