WMG Financial Advisors, LLC BND Holdings History
WMG Financial Advisors, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 59,279.00 shares of Vanguard Total Bond Market ETF(BND), totaling $4.35 Mil. This investment constitutes 1.85% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 8 purchases of BND, at an average price of $75.34, for a total of 96,826.00 shares. In addition, there have been 5 sales at an average price of $71.52 for 37,547.00 shares. Based on historical transaction data and BND's current price of $73.18, WMG Financial Advisors, LLC's estimated gain on his BND holdings is $-271,922.86, reflecting a -3.73% gain to date.
WMG Financial Advisors, LLC BND ($73.18) Holding Chart
WMG Financial Advisors, LLC BND ($73.18) 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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