Arkadios 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 | $7.83M | Buy |
106,399
+12,980
| +14% | +$956K | 0.23% | 93 |
|
|
2025
Q1 | $6.86M | Buy |
93,419
+71,434
| +325% | +$5.25M | 0.26% | 82 |
|
|
2024
Q4 | $1.58M | Buy |
21,985
+2,666
| +14% | +$192K | 0.09% | 228 |
|
|
2024
Q3 | $1.45M | Buy |
19,319
+2,140
| +12% | +$161K | 0.08% | 240 |
|
|
2024
Q2 | $1.24M | Sell |
17,179
-2,417
| -12% | -$174K | 0.08% | 236 |
|
|
2024
Q1 | $1.42M | Buy |
19,596
+658
| +3% | +$47.8K | 0.11% | 181 |
|
|
2023
Q4 | $1.39M | Sell |
18,938
-161
| -0.8% | -$11.8K | 0.12% | 179 |
|
|
2023
Q3 | $1.33M | Sell |
19,099
-3,260
| -15% | -$227K | 0.13% | 172 |
|
|
2023
Q2 | $1.63M | Buy |
22,359
+7,366
| +49% | +$535K | 0.19% | 130 |
|
|
2023
Q1 | $1.11M | Buy |
14,993
+3,942
| +36% | +$291K | 0.13% | 171 |
|
|
2022
Q4 | $794K | Buy |
11,051
+5,425
| +96% | +$390K | 0.11% | 203 |
|
|
2022
Q3 | $401K | Buy |
5,626
+1,758
| +45% | +$125K | 0.06% | 310 |
|
|
2022
Q2 | $291K | Sell |
3,868
-1,534
| -28% | -$115K | 0.04% | 402 |
|
|
2022
Q1 | $430K | Sell |
5,402
-231
| -4% | -$18.4K | 0.06% | 344 |
|
|
2021
Q4 | $477K | Sell |
5,633
-1,798
| -24% | -$152K | 0.06% | 333 |
|
|
2021
Q3 | $635K | Buy |
7,431
+612
| +9% | +$52.3K | 0.09% | 248 |
|
|
2021
Q2 | $585K | Buy |
6,819
+2,125
| +45% | +$182K | 0.07% | 292 |
|
|
2021
Q1 | $397K | Sell |
4,694
-913
| -16% | -$77.2K | 0.07% | 295 |
|
|
2020
Q4 | $494K | Buy |
5,607
+5,202
| +1,284% | +$458K | 0.1% | 202 |
|
|
2020
Q3 | $35.7K | Buy |
405
+179
| +79% | +$15.8K | 0.02% | 475 |
|
|
2020
Q2 | $20.1K | Buy |
226
+40
| +22% | +$3.56K | 0.01% | 542 |
|
|
2020
Q1 | $15.9K | Hold |
186
| – | – | 0.01% | 534 |
|
|
2019
Q4 | $15.9K | Buy |
+186
| New | +$15.9K | 0.01% | 502 |
|