Wiser Advisor Group LLC BND Holdings History
Number of Shares
30,663.00
Current Holdings Value*
$2.25 Mil
% of Portfolio
3.33%
Total Estimate Gain
$86,488.41
% of Total Estimate Gain
2.91%
Wiser Advisor Group LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 30,663.00 shares of Vanguard Total Bond Market ETF(BND), totaling $2.25 Mil. This investment constitutes 3.33% of their stock portfolio, and Wiser Advisor Group LLC now holds 0% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $72.15 for 11,466.00 shares. Based on historical transaction data and BND's current price of $72.84, Wiser Advisor Group LLC's estimated gain on his BND holdings is $86,488.41, reflecting a 2.91% gain to date.
Wiser Advisor Group LLC BND ($72.84) Holding Chart
Wiser Advisor Group LLC BND ($72.84) 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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