Acima Private Wealth’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
$96.2K Sell
1,307
-229
-15% -$16.9K 0.03% 136
2025
Q1
$113K Sell
1,536
-198
-11% -$14.5K 0.04% 132
2024
Q4
$125K Sell
1,734
-329
-16% -$23.7K 0.04% 131
2024
Q3
$155K Sell
2,063
-86
-4% -$6.46K 0.05% 126
2024
Q2
$155K Sell
2,149
-90
-4% -$6.48K 0.06% 122
2024
Q1
$163K Sell
2,239
-273
-11% -$19.8K 0.06% 125
2023
Q4
$185K Buy
+2,512
New +$185K 0.07% 128
2021
Q4
Hold
0
237
2021
Q3
Hold
0
234
2019
Q1
Sell
-624
Closed -$49K 268
2018
Q4
$49K Buy
+624
New +$49K 0.05% 162