Wealth Group, Ltd. BND Holdings History
Wealth Group, Ltd.'s Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Wealth Group, Ltd. held 36,295.00 shares of Vanguard Total Bond Market ETF(BND), totaling $2.67 Mil. This investment constitutes 1.73% of their stock portfolio, and Wealth Group, Ltd. now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2024Q1. And since then Wealth Group, Ltd. has made 3 purchases of BND, at an average price of $72.61, for a total of 36,555.00 shares. In addition, there have been 1 sales at an average price of $74.00 for 260.00 shares. Based on historical transaction data and BND's current price of $72.85, Wealth Group, Ltd.'s estimated gain on his BND holdings is $8,953.48, reflecting a 0.34% gain to date.
Wealth Group, Ltd. BND ($72.85) Holding Chart
Wealth Group, Ltd. 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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