Accurate Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
7,085
+1,311
| +23% | +$95.8K | 0.08% | 257 |
|
|
2025
Q1 | $416K | Sell |
5,774
-2
| -0% | -$144 | 0.08% | 227 |
|
|
2024
Q4 | $411K | Buy |
5,776
+2,341
| +68% | +$167K | 0.08% | 234 |
|
|
2024
Q3 | $254K | Sell |
3,435
-992
| -22% | -$73.5K | 0.05% | 308 |
|
|
2024
Q2 | $322K | Sell |
4,427
-2,093
| -32% | -$152K | 0.08% | 227 |
|
|
2024
Q1 | $462K | Sell |
6,520
-5,170
| -44% | -$366K | 0.13% | 154 |
|
|
2023
Q4 | $857K | Buy |
11,690
+449
| +4% | +$32.9K | 0.27% | 85 |
|
|
2023
Q3 | $772K | Sell |
11,241
-3,452
| -23% | -$237K | 0.24% | 94 |
|
|
2023
Q2 | $1.07M | Sell |
14,693
-6,417
| -30% | -$466K | 0.33% | 71 |
|
|
2023
Q1 | $1.56M | Sell |
21,110
-590
| -3% | -$43.6K | 0.54% | 49 |
|
|
2022
Q4 | $1.59M | Buy |
+21,700
| New | +$1.59M | 0.59% | 36 |
|