Number of Shares
128,433.00
Current Holdings Value*
$9.43 Mil
% of Portfolio
2.05%
Total Estimate Gain
$66,838.11
% of Total Estimate Gain
0.70%

Werba Rubin Papier Wealth Management's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Werba Rubin Papier Wealth Management held 128,433.00 shares of Vanguard Total Bond Market ETF(BND), totaling $9.43 Mil. This investment constitutes 2.05% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2023Q2. And since then Werba Rubin Papier Wealth Management has made 3 purchases of BND, at an average price of $72.63, for a total of 131,258.00 shares. In addition, there have been 1 sales at an average price of $71.39 for 2,825.00 shares. Based on historical transaction data and BND's current price of $73.18, Werba Rubin Papier Wealth Management's estimated gain on his BND holdings is $66,838.11, reflecting a 0.70% gain to date.

Werba Rubin Papier Wealth Management BND ($73.18) Holding Chart

Werba Rubin Papier Wealth Management 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 %

Top Ranked Articles

  • 1