Archvest Wealth Advisors’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 | $526K | Sell |
7,143
-712
| -9% | -$52.4K | 0.46% | 37 |
|
|
2025
Q1 | $577K | Sell |
7,855
-4,090
| -34% | -$300K | 0.48% | 39 |
|
|
2024
Q4 | $859K | Sell |
11,945
-12,569
| -51% | -$904K | 0.62% | 30 |
|
|
2024
Q3 | $1.84M | Buy |
24,514
+10,025
| +69% | +$753K | 1.17% | 16 |
|
|
2024
Q2 | $1.04M | Buy |
14,489
+3,257
| +29% | +$233K | 0.69% | 29 |
|
|
2024
Q1 | $808K | Buy |
11,232
+199
| +2% | +$14.3K | 0.57% | 27 |
|
|
2023
Q4 | $811K | Buy |
11,033
+273
| +3% | +$20.1K | 0.61% | 24 |
|
|
2023
Q3 | $751K | Buy |
10,760
+1,265
| +13% | +$88.3K | 0.61% | 25 |
|
|
2023
Q2 | $690K | Buy |
9,495
+39
| +0.4% | +$2.84K | 0.57% | 26 |
|
|
2023
Q1 | $698K | Buy |
9,456
+572
| +6% | +$42.2K | 0.62% | 24 |
|
|
2022
Q4 | $638K | Buy |
8,884
+3,112
| +54% | +$224K | 0.63% | 23 |
|
|
2022
Q3 | $412K | Sell |
5,772
-3,655
| -39% | -$261K | 0.42% | 30 |
|
|
2022
Q2 | $710K | Buy |
9,427
+3,727
| +65% | +$281K | 0.71% | 20 |
|
|
2022
Q1 | $453K | Buy |
5,700
+151
| +3% | +$12K | 0.41% | 28 |
|
|
2021
Q4 | $470K | Buy |
+5,549
| New | +$470K | 0.41% | 29 |
|