Aries 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 | $585K | Hold |
7,940
| – | – | 0.15% | 126 |
|
|
2025
Q1 | $583K | Hold |
7,940
| – | – | 0.16% | 119 |
|
|
2024
Q4 | $571K | Sell |
7,940
-237
| -3% | -$17K | 0.16% | 130 |
|
|
2024
Q3 | $614K | Sell |
8,177
-147
| -2% | -$11K | 0.17% | 120 |
|
|
2024
Q2 | $600K | Hold |
8,324
| – | – | 0.19% | 108 |
|
|
2024
Q1 | $605K | Hold |
8,324
| – | – | 0.19% | 111 |
|
|
2023
Q4 | $612K | Hold |
8,324
| – | – | 0.22% | 106 |
|
|
2023
Q3 | $575K | Sell |
8,324
-206
| -2% | -$14.2K | 0.23% | 102 |
|
|
2023
Q2 | $620K | Sell |
8,530
-1,187
| -12% | -$86.3K | 0.24% | 102 |
|
|
2023
Q1 | $717K | Sell |
9,717
-180
| -2% | -$13.3K | 0.29% | 87 |
|
|
2022
Q4 | $711K | Sell |
9,897
-4,904
| -33% | -$352K | 0.31% | 86 |
|
|
2022
Q3 | $1.04M | Buy |
14,801
+1,616
| +12% | +$114K | 0.46% | 62 |
|
|
2022
Q2 | $992K | Buy |
+13,185
| New | +$992K | 0.45% | 62 |
|
|
2022
Q1 | – | Sell |
-10,241
| Closed | -$868K | – | 87 |
|
|
2021
Q4 | $868K | Buy |
10,241
+275
| +3% | +$23.3K | 0.33% | 77 |
|
|
2021
Q3 | $852K | Sell |
9,966
-100
| -1% | -$8.55K | 0.36% | 69 |
|
|
2021
Q2 | $865K | Buy |
10,066
+1,802
| +22% | +$155K | 0.37% | 73 |
|
|
2021
Q1 | $703K | Buy |
8,264
+650
| +9% | +$55.3K | 0.32% | 78 |
|
|
2020
Q4 | $664K | Hold |
7,614
| – | – | 0.33% | 68 |
|
|
2020
Q3 | $672K | Buy |
7,614
+431
| +6% | +$38K | 0.38% | 62 |
|
|
2020
Q2 | $635K | Hold |
7,183
| – | – | 0.39% | 62 |
|
|
2020
Q1 | $618K | Buy |
7,183
+1,616
| +29% | +$139K | 0.47% | 58 |
|
|
2019
Q4 | $469K | Buy |
5,567
+2,085
| +60% | +$176K | 0.29% | 84 |
|
|
2019
Q3 | $293K | Hold |
3,482
| – | – | 0.19% | 110 |
|
|
2019
Q2 | $288K | Buy |
3,482
+258
| +8% | +$21.3K | 0.2% | 112 |
|
|
2019
Q1 | $262K | Buy |
3,224
+180
| +6% | +$14.6K | 0.2% | 115 |
|
|
2018
Q4 | $241K | Hold |
3,044
| – | – | 0.26% | 95 |
|
|
2018
Q3 | $240K | Hold |
3,044
| – | – | 0.22% | 103 |
|
|
2018
Q2 | $240K | Sell |
3,044
-207
| -6% | -$16.3K | 0.22% | 104 |
|
|
2018
Q1 | $259K | Hold |
3,251
| – | – | 0.25% | 102 |
|
|
2017
Q4 | $262K | Buy |
+3,251
| New | +$262K | 0.24% | 97 |
|